Define Financial, LLC

Define Financial, LLC (CRD# 286648) is a financial advisory firm headquartered in San Diego, CA. They manage $205,229,307 in 441 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $465,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Define Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Tyler J. Aubrey
CRD#: 6738572
12526 High Bluff Drive, Suite 238, San Diego, CA 92130

Tyler Aubrey (CRD# 6738572) is an Investment Advisor Representative working at Define Financial, LLC in San Diego, CA and has over 6 years of experience in the finance industry.

2
Taylor R. Schulte
CRD#: 5371615
12526 High Bluff Drive, Suite 238, San Diego, CA 92130

Taylor Schulte (CRD# 5371615) is an Investment Advisor Representative working at Define Financial, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

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