77 Financial Group

77 Financial Group (CRD# 312367) is a financial advisory firm headquartered in Vista, CA. They manage $13,400,000 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
450 S Melrose St, Vista, CA 92081
https://www.77financialgroup.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $297,778
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at 77 Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
James Walters, financial advisor Carlsbad CA
James A. Walters
CRD#: 6652903
Carlsbad, CA

James Walters (CRD# 6652903) is an Investment Advisor Representative working at 77 Financial Group in Carlsbad, CA and has over 6 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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