Financial Telesis Company

Financial Telesis Company (CRD# 112804) is a financial advisory firm headquartered in Solvang, CA. They manage $17,894,471 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1603 Copenhagen Drive, Suite 5, Solvang, CA 93463
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $182,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Telesis Company
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Little, financial advisor Solvang CA
Jeffrey W. Little
CRD#: 1293868
1603 Copenhagen, Suite 5, Solvang, CA 93463

Jeffrey Little (CRD# 1293868) is an Investment Advisor Representative working at Financial Telesis Company in Solvang, CA and has over 39 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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