Secura Financial

Secura Financial (CRD# 137324) is a financial advisory firm headquartered in Orange, CA. They manage $206,964,009 in 1,007 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
333 City Boulevard West,, Suite 2050, Orange, CA 92868
http://securawm.com
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $205,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Secura Financial
Showing 1 - 10 of 11 top financial advisors.
1
Michael Bader, financial advisor Orange CA
Michael B. Bader
CRD#: 5039985
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Michael Bader (CRD# 5039985) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has 1 year of experience in the finance industry.

2
Harry Barth, financial advisor Orange CA
Harry M. Barth
CRD#: 13891
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Harry Barth (CRD# 13891) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 37 years of experience in the finance industry. Harry Barth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William Black, financial advisor Orange CA
William T. Black
CRD#: 1682258
333 City Boulevard West,, Suite 2050, Orange, CA 92868

William Black (CRD# 1682258) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 32 years of experience in the finance industry.

4
Brian Chou, financial advisor Orange CA
Brian Y. Chou
CRD#: 5921000
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Brian Chou (CRD# 5921000) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 11 years of experience in the finance industry.

5
Diane Guggenheimer, financial advisor Orange CA
Diane C. Guggenheimer
CRD#: 2143787
333 City Blvd West, #2050, Orange, CA 92868

Diane Guggenheimer (CRD# 2143787) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 31 years of experience in the finance industry.

6
Edwin Hilden, financial advisor Orange CA
Edwin M. Hilden
CRD#: 245588
333 City Blvd West, 2050, Orange, CA 92868

Edwin Hilden (CRD# 245588) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has 1 year of experience in the finance industry. Edwin Hilden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Brent Honea, financial advisor Orange CA
Brent L. Honea
CRD#: 2289905
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Brent Honea (CRD# 2289905) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 30 years of experience in the finance industry.

8
David Huynh, financial advisor Orange CA
David Huynh
CRD#: 5524258
333 City Boulevard West,, Suite 2050, Orange, CA 92868

David Huynh (CRD# 5524258) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 14 years of experience in the finance industry.

9
Phillip Napper, financial advisor Orange CA
Phillip J. Napper
CRD#: 2095763
333 City Blvd West, 2050, Orange, CA 92868

Phillip Napper (CRD# 2095763) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 32 years of experience in the finance industry.

10
Saul Palencia, financial advisor Orange CA
Saul A. Palencia
CRD#: 6444241
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Saul Palencia (CRD# 6444241) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 7 years of experience in the finance industry.

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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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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