Physicians' Financial Advisors

Physicians' Financial Advisors (CRD# 118434) is a financial advisory firm headquartered in Newport Beach, CA. They manage $67,946,304 in 271 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $250,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, TX

Financial Advisors at Physicians' Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
John N. Harms
CRD#: 4483621
14 Corporate Plaza Drive, Suite 120, Newport Beach, CA 92660
96
Wealthminder
score

John Harms (CRD# 4483621) is an Investment Advisor Representative working at Physicians' Financial Advisors in Newport Beach, CA and has over 16 years of experience in the finance industry. John Harms 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
Donald H. Debok
CRD#: 3205556
14 Corporate Plaza Drive, Suite 120, Newport Beach, CA 92660
90
Wealthminder
score

Donald Debok (CRD# 3205556) is an Investment Advisor Representative working at Physicians' Financial Advisors in Newport Beach, CA and has 1 year of experience in the finance industry. Donald Debok 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.

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