Ministry Partners Securities, LLC

Ministry Partners Securities, LLC (CRD# 154349) is a financial advisory firm headquartered in Brea, CA. They manage $10,452,275 in 141 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $74,130
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
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, TX

Financial Advisors at Ministry Partners Securities, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Bruce H. Traub
CRD#: 3219474
915 W. Imperial Highway, Suite 120, Brea, CA 92821
96
Wealthminder
score

Bruce Traub (CRD# 3219474) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 17 years of experience in the finance industry. Bruce Traub 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
Virginia E. Havens
CRD#: 4996079
8483 N. Millbrook Avenue, Suite 106, Fresno, CA 93720
93
Wealthminder
score

Virginia Havens (CRD# 4996079) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Fresno, CA and has over 11 years of experience in the finance industry.

3
Andrew C. Papp
CRD#: 2399284
915 W. Imperial Highway, Suite 120, Brea, CA 92821
93
Wealthminder
score

Andrew Papp (CRD# 2399284) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 22 years of experience in the finance industry.

4
Joseph W. Turner
CRD#: 2077052
915 W. Imperial Highway, Suite 120, Brea, CA 92821
93
Wealthminder
score

Joseph Turner (CRD# 2077052) is an Investment Advisor Representative working at Ministry Partners Securities, LLC in Brea, CA and has over 26 years of experience in the finance industry.

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