Flc Capital Advisors

Flc Capital Advisors (CRD# 111822) is a financial advisory firm headquartered in Palm Desert, CA. They manage $210,918,608 in 285 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $740,065
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Flc Capital Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Max A. Briggs
CRD#: 2737513
44750 Village Ct, Palm Desert, CA 92260
96
Wealthminder
score

Max Briggs (CRD# 2737513) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 20 years of experience in the finance industry. Max Briggs 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.

2
Daniel R. Brush
CRD#: 1498148
44750 Village Ct, Palm Desert, CA 92260
93
Wealthminder
score

Daniel Brush (CRD# 1498148) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 17 years of experience in the finance industry.

3
Edward D. Lotstein
CRD#: 4817148
44-800 Village Court, Palm Desert, CA 92260
87
Wealthminder
score

Edward Lotstein (CRD# 4817148) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has 1 year of experience in the finance industry.

4
Patrick S. Mahon
CRD#: 4798731
44-800 Village Court, Palm Desert , CA 92260
87
Wealthminder
score

Patrick Mahon (CRD# 4798731) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert , CA and has 1 year of experience in the finance industry.

5
Jeremy J. Ofseyer
CRD#: 4785239
74000 Country Club Dr., Palm Desert, CA 92260
87
Wealthminder
score

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
Daniel A. Neil
CRD#: 4292619
44750 Willage Ct, Palm Desert, CA 92260
86
Wealthminder
score

Daniel Neil (CRD# 4292619) is an Investment Advisor Representative working at Flc Capital Advisors in Palm Desert, CA and has over 14 years of experience in the finance industry. Daniel Neil 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.

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