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).
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Total Assets Under Management230MILLION
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Total Number of Accounts1,123ACCOUNTS
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Average Account Value$205,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
CA
Jason Stone (CRD# 5455271) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 16 years of experience in the finance industry.
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.
Dhillon Taylor (CRD# 6475318) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 5 years of experience in the finance industry.
Leigh Greenberg (CRD# 7168900) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 3 years of experience in the finance industry.