Option Specialists, Ltd.

Option Specialists, Ltd. (CRD# 140290) is a financial advisory firm headquartered in , . They manage $82,259 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $27,420
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
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 Welch, financial advisor Burbank CA
Robert E. Welch
CRD#: 3069916
Burbank, CA

Robert Welch (CRD# 3069916) is an Investment Advisor Representative working at Option Specialists, Ltd. in Burbank, CA and has over 25 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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