Secure Retirement Financial & Insurance Services Corp.

Secure Retirement Financial & Insurance Services Corp. (CRD# 132777) is a financial advisory firm headquartered in San Ramon, CA. They manage $96,627,501 in 546 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
18 Crow Canyon Court, Suite 325, San Ramon, CA 94583
https://www.secureretire.com
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $176,973
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, MI, OR, TX

Financial Advisors at Secure Retirement Financial & Insurance Services Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Richard Morey, financial advisor San Ramon CA
Richard R. Morey
CRD#: 2768618
18 Crow Canyon Court, Suite 325, San Ramon, CA 94583

Richard Morey (CRD# 2768618) is an Investment Advisor Representative working at Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA and has over 27 years of experience in the finance industry.

2
Jeffrey Warren, financial advisor San Ramon CA
Jeffrey M. Warren
CRD#: 5616071
18 Crow Canyon Court, Suite 325, San Ramon, CA 94583

Jeffrey Warren (CRD# 5616071) is an Investment Advisor Representative working at Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA and has over 15 years of experience in the finance industry.

3
Amber Jenkins, financial advisor San Ramon CA
Amber A. Jenkins
CRD#: 7590313
18 Crow Canyon Court, Suite 325, San Ramon, CA 94583

Amber Jenkins (CRD# 7590313) is an Investment Advisor Representative working at Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals