Wilson Financial Advisors, LLC

Wilson Financial Advisors, LLC (CRD# 289782) is a financial advisory firm headquartered in Garden Grove, CA. They manage $3,733,416 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12419 Lewis Street #202, Garden Grove, CA 92840
http://www.wilsonfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $41,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wilson Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Juan Verdin, financial advisor Garden Grove CA
Juan Verdin
CRD#: 5662101
12419 Lewis Street #202, Garden Grove, CA 92840

Juan Verdin (CRD# 5662101) is an Investment Advisor Representative working at Wilson Financial Advisors, LLC in Garden Grove, CA and has over 14 years of experience in the finance industry.

2
Jeffrey Reardon, financial advisor Garden Grove CA
Jeffrey Reardon
CRD#: 7159628
12419 Lewis Street #202, Garden Grove, CA 92840

Jeffrey Reardon (CRD# 7159628) is an Investment Advisor Representative working at Wilson Financial Advisors, LLC in Garden Grove, CA and has over 4 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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