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
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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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