Business Description

Pure Financial Advisors, Inc. is a Registered Investment Advisory firm. The financial planners of Pure are all CFP board certified, Accredited Investment Fiduciaries, minimum 5 years experience and are paid on salary. They do not receive commissions or fees. Our quality comprehensive financial planning and asset management services are packaged to provide coordinated access to fee based asset management, CPAs, CFPs, Estate planning attorneys, all for a cost that is much less than traditional firms.

General Information

Gender:

Male

CRD#:

1049137

Firm CRD#:

144316

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Services

Investment Types:

Mutual Funds, Insurance, Bonds, Stocks

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF), Registered Financial Consultant (RFC)

Securities Licenses:

Series 65, Series 63

Insurance and Annuity Licenses:

Disability, Life

Financial Organization Memberships:

Financial Services Institute, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

10 - 99 employees

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Michael Fenison, CFP®