Pismo Pacific Financial Services, LLC

Pismo Pacific Financial Services, LLC (CRD# 166260) is a financial advisory firm headquartered in Pismo Beach, CA. They manage $6,646,858 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $78,198
Compensation Options
  • A percentage of assets under your management
  • Other
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

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 29 years of experience in the finance industry.

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