Native Finance Investment Advisory

Native Finance Investment Advisory (CRD# 168783) is a financial advisory firm headquartered in , . They manage $600,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Native Finance Investment Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia Tam, financial advisor Vista CA
Cynthia J. Tam
CRD#: 1035364
Vista, CA

Cynthia Tam (CRD# 1035364) is an Investment Advisor Representative working at Native Finance Investment Advisory in Vista, CA and has over 22 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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