Joseph M. Sebo, Cfp Inc.

Joseph M. Sebo, Cfp Inc. (CRD# 323589) is a financial advisory firm headquartered in Oceanside, CA. They manage $1,889,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1034 S. Myers St., Oceanside, CA 92054
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $472,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA

Financial Advisors at Joseph M. Sebo, Cfp Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Sebo, financial advisor Oceanside CA
Joseph M. Sebo
CRD#: 417737
Oceanside, CA

Joseph Sebo (CRD# 417737) is an Investment Advisor Representative working at Joseph M. Sebo, Cfp Inc. in Oceanside, CA and has over 41 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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