Findec Wealth Services, Inc.

Findec Wealth Services, Inc. (CRD# 311949) is a financial advisory firm headquartered in Stockton, CA. They manage $963,900,000 in 1,381 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
3555 Deer Park Drive, Suite 160, Stockton, CA 95219
https://findec.com/
By the Numbers
  • Total Assets Under Management
    964
    MILLION
  • Total Number of Accounts
    1,381
    ACCOUNTS
  • Average Account Value
    $697,972
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, NM, NV, OR, TX, WA

Financial Advisors at Findec Wealth Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Tolen Teigen, financial advisor Stockton CA
Tolen C. Teigen
CRD#: 4559988
3555 Deer Park Drive, Suite 160, Stockton, CA 95219

Tolen Teigen (CRD# 4559988) is an Investment Advisor Representative working at Findec Wealth Services, Inc. in Stockton, CA and has over 21 years of experience in the finance industry.

2
Nathan Williamson, financial advisor Stockton CA
Nathan A. Williamson
CRD#: 7037413
3555 Deer Park Drive, Suite 160, Stockton, CA 95219

Nathan Williamson (CRD# 7037413) is an Investment Advisor Representative working at Findec Wealth Services, Inc. in Stockton, CA and has over 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals