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Crystal K Colbert

Financial Sense Advisors, Inc.

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About Crystal K Colbert

Crystal Colbert is a financial advisor with Financial Sense Advisors, Inc. based in San Diego, CA. Crystal Colbert has been in the financial services industry since October 2017. Crystal Colbert holds a Series 66 and a Series 7 license. Crystal Colbert is a Certified Financial Planner. Crystal Colbert specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Crystal Colbert has been with Financial Sense Advisors, Inc. since June 2022. Previously, Crystal Colbert was with Financial Sense Securities, Inc. Crystal Colbert primarily works with high net worth individuals and corporations.

Firm Information

Crystal Colbert is currently registered with Financial Sense Advisors, Inc.. Financial Sense Advisors, Inc. is a registered investment advisor based in San Diego, California. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and other clients. The firm has approximately $568 million in regulatory assets under management. They also offer services including selection of other advisors.
Financial Sense Advisors, Inc.

10809 THORNMINT ROAD

SAN DIEGO, CA 92127

$568.40M

Assets Under Management

1

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Crystal Colbert’s Registration & Firm History

CA

06/07/2022 - Present

Financial Sense Advisors, Inc. (SAN DIEGO CA)

CA

10/02/2017 - 02/23/2022

FINANCIAL SENSE SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 02/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Crystal K Colbert.
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