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).

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 11 - 11 of 11 top financial advisors.
11
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. Kraig Strom 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.

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