Pismo Pacific Financial Services, LLC

Pismo Pacific Financial Services, LLC (CRD# 166260) is a financial advisory firm headquartered in Norman, OK. They manage $9,645,968 in 91 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $106,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, OK

Financial Advisors at Pismo Pacific Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raymond M. Rennie
CRD#: 1615450
354 Main Street, Suite A, Pismo Beach, CA 93449
63
Wealthminder
score

Raymond Rennie (CRD# 1615450) is an Investment Advisor Representative working at Pismo Pacific Financial Services, LLC in Pismo Beach, CA and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.