Option Specialists, Ltd.

Option Specialists, Ltd. (CRD# 140290) is a financial advisory firm headquartered in , . They manage $1,057,000 in 4 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
    4
    ACCOUNTS
  • Average Account Value
    $264,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Option Specialists, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Robert E. Welch
CRD#: 3069916
Burbank, CA
73
Wealthminder
score

Robert Welch (CRD# 3069916) is an Investment Advisor Representative working at Option Specialists, Ltd. in Burbank, CA and has over 18 years of experience in the finance industry.

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