Financial Counseling Resources LLC

Financial Counseling Resources LLC (CRD# 108743) is a financial advisory firm headquartered in Santa Ana, CA. They manage $10,343,801 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $246,281
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
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 Financial Counseling Resources LLC
Showing 1 - 4 of 4 top financial advisors.
1
Larry M. Lambert
CRD#: 301058
4281 Katella Ave, #221, Los Alamitos, CA 90720
96
Wealthminder
score

Larry Lambert (CRD# 301058) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Los Alamitos, CA and has over 14 years of experience in the finance industry. Larry Lambert 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 E. Hurst
CRD#: 253791
3631 S. Harbor Boulevard, Suite 200, Santa Ana, CA 92704
93
Wealthminder
score

James Hurst (CRD# 253791) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Santa Ana, CA and has over 27 years of experience in the finance industry.

3
Adam B. Himelson
CRD#: 5591825
3631 S. Harbor Blvd, Suite #200, Santa Ana, CA 92704
87
Wealthminder
score

Adam Himelson (CRD# 5591825) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Santa Ana, CA and has 1 year of experience in the finance industry.

4
Alexandra N. Rasmussen
CRD#: 5956559
3631 S. Harbor Blvd, Suite 200, Santa Ana, CA 92704
81
Wealthminder
score

Alexandra Rasmussen (CRD# 5956559) is an Investment Advisor Representative working at Financial Counseling Resources LLC in Santa Ana, CA and has over 6 years of experience in the finance industry.

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