Practicecfo Investments
Practicecfo Investments (CRD# 167771) is a financial advisory firm headquartered in San Diego, CA. They manage $262,222,044 in 1,016 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management262MILLION
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Total Number of Accounts1,016ACCOUNTS
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Average Account Value$258,093
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, CA, PA, TX, WA
Brandon Hobson (CRD# 6880419) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 6 years of experience in the finance industry.
Paul Lipcius (CRD# 6663229) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 7 years of experience in the finance industry.
Philip Maravilla (CRD# 6667396) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 7 years of experience in the finance industry.
Drew Phillips (CRD# 6995632) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 6 years of experience in the finance industry.
Wesley Read (CRD# 5428523) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 16 years of experience in the finance industry.
Robert Daugherty (CRD# 7733156) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has 1 year of experience in the finance industry.
Lawrence Rand (CRD# 7589092) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 2 years of experience in the finance industry.
Justin Read (CRD# 7296322) is an Investment Advisor Representative working at Practicecfo Investments in San Diego, CA and has over 3 years of experience in the finance industry.