Stock Traders

Stock Traders (CRD# 37711) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $14,152,717 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $428,870
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
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 Stock Traders
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey A. Joslin
CRD#: 1245475
16152 Beach Blvd., Suite 271, Huntington Beach, CA 92647
93
Wealthminder
score

Jeffrey Joslin (CRD# 1245475) is an Investment Advisor Representative working at Stock Traders in Huntington Beach, CA and has over 32 years of experience in the finance industry.

2
Samuel F. Wida
CRD#: 2149348
16152 Beach Blvd., Suite 271, Huntington Beach, CA 92647
93
Wealthminder
score

Samuel Wida (CRD# 2149348) is an Investment Advisor Representative working at Stock Traders in Huntington Beach, CA and has over 25 years of experience in the finance industry.

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