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
David Cook (CRD# 4360024) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry. David Cook 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.
John Dugan (CRD# 4724206) 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. John Dugan 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.
Rachel Fuss (CRD# 6105395) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Mercer Island, WA and has over 11 years of experience in the finance industry. Rachel Fuss 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.
Daniel Goldstein (CRD# 6100346) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Daniel Goldstein 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.
Jacob Greenberg (CRD# 5916452) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Jacob Greenberg 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.
Dean Heimbach (CRD# 1464726) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry. Dean Heimbach 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.
William Hodapp (CRD# 3010856) 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. William Hodapp 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 Horsley (CRD# 2396375) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry. Matthew Horsley 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.
Gary Huband (CRD# 5598911) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry. Gary Huband 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.
Valerie Kampe (CRD# 2735701) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in San Diego, CA and has over 27 years of experience in the finance industry.