Fiduciary Solutions, LLC

Fiduciary Solutions, LLC (CRD# 312694) is a financial advisory firm headquartered in Roseville, CA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, TX

Financial Advisors at Fiduciary Solutions, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Daniel Ahmad, financial advisor Roseville CA
Daniel S. Ahmad
CRD#: 1491561
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661

Daniel Ahmad (CRD# 1491561) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 24 years of experience in the finance industry. Daniel Ahmad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James Files, financial advisor Roseville CA
James R. Files
CRD#: 1620449
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661

James Files (CRD# 1620449) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 17 years of experience in the finance industry.

3
Jeffery Hardin, financial advisor Roseville CA
Jeffery A. Hardin
CRD#: 5739850
2520 Douglas Boulevard, Suite 110, Roseville, CA 95661

Jeffery Hardin (CRD# 5739850) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 13 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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