Contreras Financial, Inc.

Contreras Financial, Inc. (CRD# 305463) is a financial advisory firm headquartered in Salinas, CA. They manage $831,532 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1582 N. Sanborn Rd, Salinas, CA 93905
https://www.linkedin.com/in/luis-contreras-7aa8249/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $28,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Contreras Financial, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Luis Contreras, financial advisor Salinas CA
Luis Contreras
CRD#: 5742063
1582 N. Sanborn Rd, Salinas, CA 93905

Luis Contreras (CRD# 5742063) is an Investment Advisor Representative working at Contreras Financial, Inc. in Salinas, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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