Define Financial, LLC
Define Financial, LLC (CRD# 286648) is a financial advisory firm headquartered in San Diego, CA. They manage $205,229,307 in 441 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management205MILLION
-
Total Number of Accounts441ACCOUNTS
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Average Account Value$465,373
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Define Financial, LLC
1
Tyler Aubrey (CRD# 6738572) is an Investment Advisor Representative working at Define Financial, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
2
Taylor Schulte (CRD# 5371615) is an Investment Advisor Representative working at Define Financial, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
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