FINANCIAL SENSE ADVISORS, INC.

FINANCIAL SENSE ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 111090). Regulatory assets under management: $835.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (7)

NameRoleLocation
James Joseph PuplavaCCO; CEO & CCO; PRESIDENTSan Diego, CA
Lisa HelmCEO
PUPLAVA JAMES JOSEPHCEO & CCO; CHIEF COMPLIANCE OFFICER; PRESIDENT
MIDDLETON SCOTT ALLENCHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; VICE PRESIDENT OPERATIONS
PAPPALARDO SANDRA ANNCEO & CCO; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER
VALENZUELA ABDIEL ALANCHIEF COMPLIANCE OFFICER
Ryan Douglas PreissCOO

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