AZCA Financial Group, LLC | Financial Advisor in Carlsbad ,CA

2173 Salk Ave,
Ste 250
Carlsbad, CA 92008
Phone: (760) 603-1212

About

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time.

Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.

25 Years of Experience



General Information
Firm Start Year:   1990
No.of Employees:   2-4
Name of Broker/Dealer:   Commonwealth Financial Network
States Licensed in:   AZ, AR, CA, CO, IN, NY, NC, VA, WA
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Insurance , Options & Futures , Annuities , Stocks , Bonds
I can meet clients in the following ways:   At my office


Qualifications & Memberships
Financial Organization Memberships:   North Coastal Estate Planning Council , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Society for Financial Awareness


Firm Information
Advisor's Number of Clients:   70


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   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 commission only financial professional
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   350



FAQs

Jay Miars, CFP�

Jay Miars, CFP�

CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM