Financial Telesis Company
Financial Telesis Company (CRD# 112804) is a financial advisory firm headquartered in Solvang, CA. They manage $9,118,655 in 100 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$91,187
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Little (CRD# 1293868) is an Investment Advisor Representative working at Financial Telesis Company in Solvang, CA and has over 32 years of experience in the finance industry. Jeffrey Little 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.