Practicecfo Investments

Practicecfo Investments (CRD# 167771) is a financial advisory firm headquartered in San Diego, CA. They manage $22,000,000 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $146,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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 Practicecfo Investments
Showing 1 - 3 of 3 top financial advisors.
1
Wesley W. Read
CRD#: 5428523
13400 Sabre Springs Parkway, Suite 255, San Diego, CA 92128
96
Wealthminder
score

Wesley Read (CRD# 5428523) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 9 years of experience in the finance industry. Wesley Read 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
Paul J. Lipcius
CRD#: 6663229
13400 Sabre Springs Parkway, Suite 255, San Diego, CA 92128
90
Wealthminder
score

Paul Lipcius (CRD# 6663229) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has 1 year of experience in the finance industry.

3
Philip G. Maravilla
CRD#: 6667396
13400 Sabre Springs Parkway, Suite 255, San Diego, CA 92128
90
Wealthminder
score

Philip Maravilla (CRD# 6667396) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has 1 year of experience in the finance industry.

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