Excel Advisors, LLC

Excel Advisors, LLC (CRD# 132050) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Excel Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard B. Muir
CRD#: 843791
17140 Bernardo Center Drive, Suite 310, San Diego, CA 92128
93
Wealthminder
score

Richard Muir (CRD# 843791) is an Investment Advisor Representative working at Excel Advisors, LLC in San Diego, CA and has over 35 years of experience in the finance industry.

2
Spencer G. Plumb
CRD#: 4212317
17140 Bernardo Center Drive, Suite 310, San Diego, CA 92128
93
Wealthminder
score

Spencer Plumb (CRD# 4212317) is an Investment Advisor Representative working at Excel Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

3
Gary B. Sabin
CRD#: 818497
17140 Bernardo Center Drive, Suite 310, San Diego, CA 92128
93
Wealthminder
score

Gary Sabin (CRD# 818497) is an Investment Advisor Representative working at Excel Advisors, LLC in San Diego, CA and has over 35 years of experience in the finance industry.

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