Fpc Investment Advisory, Inc.

Fpc Investment Advisory, Inc. (CRD# 122728) is a financial advisory firm headquartered in Petaluma, CA. They manage $84,703,752 in 308 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $275,012
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
  • Other
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.

AZ, CA, TX

Financial Advisors at Fpc Investment Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bijan Golkar
CRD#: 5814146
One Willowbrook Court, Suite 200, Petaluma, CA 94954
96
Wealthminder
score

Bijan Golkar (CRD# 5814146) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 6 years of experience in the finance industry. Bijan Golkar 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
Blair M. McCarthy
CRD#: 1023944
One Willowbrook Court, Suite 200, Petaluma, CA 94954
93
Wealthminder
score

Blair McCarthy (CRD# 1023944) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 25 years of experience in the finance industry.

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