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
https://www.lyonparkadvisors.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Point Loma Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Bradley Nelson, financial advisor San Diego CA
Bradley K. Nelson
CRD#: 6764900
San Diego, CA

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.

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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