Prudent Investors Network, Inc.

Prudent Investors Network, Inc. (CRD# 127284) is a financial advisory firm headquartered in Vista, CA. They manage $244,811,821 in 405 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $604,474
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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.

AZ, CA, CO, HI, ID, LA, NV, UT

Financial Advisors at Prudent Investors Network, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeremy L. Lau
CRD#: 6812603
2598 Fortune Way, Suite G, Vista, CA 92081

Jeremy Lau (CRD# 6812603) is an Investment Advisor Representative working at Prudent Investors Network, Inc. in Vista, CA and has over 4 years of experience in the finance industry.

2
Jared C. Ong
CRD#: 5022033
2598 Fortune Way, Suite G, Vista, CA 92081

Jared Ong (CRD# 5022033) is an Investment Advisor Representative working at Prudent Investors Network, Inc. in Vista, CA and has over 11 years of experience in the finance industry.

3
Ted H. Ong
CRD#: 1185460
2598 Fortune Way, Suite G, Vista, CA 92081

Ted Ong (CRD# 1185460) is an Investment Advisor Representative working at Prudent Investors Network, Inc. in Vista, CA and has over 32 years of experience in the finance industry.

4
Kerrie A. Doughty-Lloyd
CRD#: 1128795
999 Corporate Dr., Suite 255, Ladera Ranch, CA 92694

Kerrie Doughty-Lloyd (CRD# 1128795) is an Investment Advisor Representative working at Prudent Investors Network, Inc. in Ladera Ranch, CA and has over 30 years of experience in the finance industry.

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