Pure Financial Advisors, LLC
Pure Financial Advisors, LLC (CRD# 144316) is a financial advisory firm headquartered in San Diego, CA. They manage $4,600,614,925 in 14,757 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management4,601MILLION
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Total Number of Accounts14,757ACCOUNTS
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Average Account Value$311,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
Richard Alexander (CRD# 5701264) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has over 14 years of experience in the finance industry. Richard Alexander 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.
Allison Alley (CRD# 4691291) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 20 years of experience in the finance industry. Allison Alley 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.
Joseph Anderson (CRD# 3232667) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry. Joseph Anderson 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.
Matthew Balderston (CRD# 4555960) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Matthew Balderston 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.
Karen Baszak (CRD# 4215012) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry. Karen Baszak 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.
Jeffrey Brecht (CRD# 6080178) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry. Jeffrey Brecht 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.
Robert Canavan (CRD# 2932458) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 26 years of experience in the finance industry. Robert Canavan 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.
Annie Chen (CRD# 6546210) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Brea, CA and has 1 year of experience in the finance industry. Annie Chen 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.
Michael Chipperfield (CRD# 6161980) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry. Michael Chipperfield 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.
Alan Clopine (CRD# 5730680) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry.