Five Oceans Advisors

Five Oceans Advisors (CRD# 308377) is a financial advisory firm headquartered in , . They manage $496,113,439 in 571 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/fiveoceansadvisors/
By the Numbers
  • Total Assets Under Management
    496
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • Average Account Value
    $868,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Five Oceans Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Marc Campbell, financial advisor Santa Monica CA
Marc Campbell
CRD#: 5789364
Santa Monica, CA

Marc Campbell (CRD# 5789364) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 13 years of experience in the finance industry.

2
Christopher Girbes-Pierce, financial advisor Santa Monica CA
Christopher G. Girbes-Pierce
CRD#: 5047367
Santa Monica, CA

Christopher Girbes-Pierce (CRD# 5047367) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 18 years of experience in the finance industry.

3
Joe Moser, financial advisor Germantown TN
Joe P. Moser
CRD#: 5618562
Germantown, TN

Joe Moser (CRD# 5618562) is an Investment Advisor Representative working at Five Oceans Advisors in Germantown, TN and has over 14 years of experience in the finance industry.

4
Spencer Rand, financial advisor Santa Monica CA
Spencer D. Rand
CRD#: 6144205
Santa Monica, CA

Spencer Rand (CRD# 6144205) is an Investment Advisor Representative working at Five Oceans Advisors in Santa Monica, CA and has over 11 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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