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).

By the Numbers
  • Total Assets Under Management
    4,601
    MILLION
  • Total Number of Accounts
    14,757
    ACCOUNTS
  • Average Account Value
    $311,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pure Financial Advisors, LLC
Showing 11 - 20 of 44 top financial advisors.
11
David M. Cook
CRD#: 4360024
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

12
John L. Dugan
CRD#: 4724206
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

13
Rachel B. Fuss
CRD#: 6105395
7525 Se 24th Street, Suite 670, Mercer Island, WA 98040

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.

14
Daniel J. Goldstein
CRD#: 6100346
5 Revere Drive, Suite 200, Northbrook, IL 60062

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.

15
Jacob A. Greenberg
CRD#: 5916452
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

16
Dean W. Heimbach
CRD#: 1464726
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

17
William A. Hodapp
CRD#: 3010856
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

18
Matthew J. Horsley
CRD#: 2396375
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

19
Gary S. Huband
CRD#: 5598911
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

20
Valerie M. Kampe
CRD#: 2735701
3131 Camino Del Rio N, Suite 1550, San Diego, CA 92108

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.

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