FINDEC WEALTH SERVICES, INC. - Financial Advisor in California, Stockton

Tel: 209-957-7413 1776 W. March Lane Suite 190 Stockton, California 95207

About FINDEC WEALTH SERVICES, INC.

FINDEC WEALTH SERVICES, INC. is a Stockton, California based financial advisory firm with nearly $963,900,000 in assets under management and provides investment advisory services for 1381 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

311949

Firm SEC#:

801-120139

Assets Under Management:

$963,900,000

No. of Clients:

1381

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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