John C. Foti, Dba Experient Portfolio Management

John C. Foti, Dba Experient Portfolio Management (CRD# 153286) is a financial advisory firm headquartered in , . They manage $11,974,984 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $110,879
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at John C. Foti, Dba Experient Portfolio Management
Showing 1 - 2 of 2 top financial advisors.
1
Scott Evans
CRD#: 6424900
1058 W Ave M-14, Suite B, Palmdale, CA 93551
90
Wealthminder
score

Scott Evans (CRD# 6424900) is an Investment Advisor Representative working at John C. Foti, Dba Experient Portfolio Management in Palmdale, CA and has 1 year of experience in the finance industry. Scott Evans 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
Laura A. Bradford
CRD#: 6424841
1058 W Ave M-14, Suite B, Palmdale, CA 93551
87
Wealthminder
score

Laura Bradford (CRD# 6424841) is an Investment Advisor Representative working at John C. Foti, Dba Experient Portfolio Management in Palmdale, CA and has 1 year of experience in the finance industry.

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