Service One Financial

Service One Financial (CRD# 149137) is a financial advisory firm headquartered in San Juan Capistrano, CA. They manage $4,050,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
27131 Calle Arroyo, Suite 1722, San Juan Capistrano, CA 92675
http://www.vpbenefitsgroup.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $162,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Service One Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gary Psotka, financial advisor San Juan Capistrano CA
Gary A. Psotka
CRD#: 1209280
27131 Calle Arroyo, Suite 1722, San Juan Capistrano, CA 92675

Gary Psotka (CRD# 1209280) is an Investment Advisor Representative working at Service One Financial in San Juan Capistrano, CA and has over 40 years 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.

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