Secura Financial

Secura Financial (CRD# 137324) is a financial advisory firm headquartered in Orange, CA. They manage $230,449,000 in 1,123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    1,123
    ACCOUNTS
  • Average Account Value
    $205,208
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
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 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 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 38 years of experience in the finance industry.

3
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 12 years of experience in the finance industry.

4
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 32 years of experience in the finance industry.

5
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.

6
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 31 years of experience in the finance industry.

7
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 15 years of experience in the finance industry.

8
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 33 years of experience in the finance industry.

9
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.

10
Kraig N. Strom
CRD#: 4469194
333 City Boulevard West,, Suite 2050, Orange, CA 92868

Kraig Strom (CRD# 4469194) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 21 years of experience in the finance industry.

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