Modica Financial Services

Modica Financial Services (CRD# 135583) is a financial advisory firm headquartered in Lebanon, TN. They manage $3,757,668 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $163,377
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TN

Financial Advisors at Modica Financial Services
No Advisor Found.
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