Trufinancial Registered Investment Advisory Services, Inc.

Trufinancial Registered Investment Advisory Services, Inc. (CRD# 298639) is a financial advisory firm headquartered in , . They manage $19,052,408 in 425 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $44,829
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Trufinancial Registered Investment Advisory Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Evan B. Compton
CRD#: 5880016
San Diego, CA

Evan Compton (CRD# 5880016) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

2
Indigo P. Birdsong
CRD#: 7483227
San Diego, CA

Indigo Birdsong (CRD# 7483227) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

3
Sean S. Chung
CRD#: 7483342
San Diego, CA

Sean Chung (CRD# 7483342) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

4
David Reisen
CRD#: 7622025
San Diego, CA

David Reisen (CRD# 7622025) is an Investment Advisor Representative working at Trufinancial Registered Investment Advisory Services, Inc. in San Diego, CA and has over 3 years of experience in the finance industry.

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