Sefton Financial Planning

Sefton Financial Planning (CRD# 166187) is a financial advisory firm headquartered in Sacramento, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at Sefton Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David S. Sefton
CRD#: 6138994
Sacramento, CA
90
Wealthminder
score

David Sefton (CRD# 6138994) is an Investment Advisor Representative working at Sefton Financial Planning in Sacramento, CA and has over 4 years of experience in the finance industry.

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