Point Loma Advisors
Point Loma Advisors (CRD# 287918) is a financial advisory firm headquartered in , . They manage $7,285,012 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Point Loma Advisors
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$303,542
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Point Loma Advisors
1
Bradley Nelson (CRD# 6764900) is an Investment Advisor Representative working at Point Loma Advisors in San Diego, CA and has over 7 years of experience in the finance industry.
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