Klein Pavlis & Peasley Financial, Inc.
Klein Pavlis & Peasley Financial, Inc. (CRD# 112414) is a financial advisory firm headquartered in Irvine, CA. They manage $162,519,903 in 720 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management163MILLION
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Total Number of Accounts720ACCOUNTS
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Average Account Value$225,722
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, GA, IL, MN, NC, NJ, NY, PA, SC, TX, UT, VA, WA
Justin Klein (CRD# 4900253) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 20 years of experience in the finance industry.
Stephan Peasley (CRD# 4450415) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 23 years of experience in the finance industry.
Jason Topor (CRD# 4897470) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 19 years of experience in the finance industry.
Luke Guerrero (CRD# 7690169) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Irvine, CA and has 1 year of experience in the finance industry.
Andrew Ryan (CRD# 6915849) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.