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Ryan James Puplava

Financial Sense Advisors, Inc.

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About Ryan James Puplava

Ryan James Puplava is a financial advisor associated with Financial Sense Advisors, Inc. Ryan has been in the financial industry since September 1996. Ryan currently holds licenses in California, Georgia, Texas and Virginia. Ryan specializes in providing investment advice to individuals and high-net-worth clients. Ryan also provides financial planning services. The firm manages over $568 million in assets under management.

Firm Information

Ryan Puplava 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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Ryan Puplava’s Registration & Firm History

CA

11/14/2023 - Present

Financial Sense Advisors, Inc. (SAN DIEGO CA)

CA

08/02/2016 - 01/11/2017

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/08/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/13/2001

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan James Puplava.
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