Flc Capital Advisors

Flc Capital Advisors (CRD# 111822) is a financial advisory firm headquartered in Palm Desert, CA. They manage $651,144,556 in 728 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
44750 Village Court, Palm Desert, CA 92260
http://www.flccapital.com
By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    728
    ACCOUNTS
  • Average Account Value
    $894,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, NY, TX, UT, WA

Financial Advisors at Flc Capital Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Max Briggs, financial advisor Palm Desert CA
Max A. Briggs
CRD#: 2737513
44750 Village Ct, Palm Desert, CA 92260

Max Briggs (CRD# 2737513) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 27 years of experience in the finance industry.

2
Daniel Brush, financial advisor Palm Desert CA
Daniel R. Brush
CRD#: 1498148
44750 Village Ct, Palm Desert, CA 92260

Daniel Brush (CRD# 1498148) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 24 years of experience in the finance industry.

3
Daniel Neil, financial advisor Palm Desert CA
Daniel A. Neil
CRD#: 4292619
44750 Willage Ct, Palm Desert, CA 92260

Daniel Neil (CRD# 4292619) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 22 years of experience in the finance industry.

4
Phillip Niblo, financial advisor Palm Desert CA
Phillip J. Niblo
CRD#: 6729172
44750 Village Court, Palm Desert, CA 92260

Phillip Niblo (CRD# 6729172) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 7 years of experience in the finance industry.

5
Jeremy Ofseyer, financial advisor Palm Desert CA
Jeremy J. Ofseyer
CRD#: 4785239
74000 Country Club Dr., Palm Desert, CA 92260

Jeremy Ofseyer (CRD# 4785239) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has 1 year of experience in the finance industry.

6
Bruce Durkee, financial advisor Palm Desert CA
Bruce R. Durkee
CRD#: 7642570
77772 Flora Road, Suite C, Palm Desert, CA 92211

Bruce Durkee (CRD# 7642570) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has 1 year 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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