This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Lincoln Financial · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-28-2006
- Office Locations
- 2
Office Locations
About Secura Financial
Secura Financial (Orange, CA) provides comprehensive financial planning and wealth management, including investment management and insurance, with planning support for retirement, legacy, and education goals. The firm emphasizes building client-specific road maps and benchmarking progress to goals. Led by CFP professionals with a dedicated CIO, portfolios use diversified vehicles such as ETFs and mutual funds, with custody relationships including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HARRY MICHAEL BARTH
Chief Compliance Officer, Partner
- CRD
- #13891
- Ownership
- 25% but less than 50%
RICHARD W JACKMAN
Chief Investment Officer
- CRD
- #2501641
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Faramarz Amiri
--
- CRD
- #6586881
BRENT LEE HONEA
Partner
- CRD
- #2289905
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,926,000 | $257,589 |
| Non-Discretionary | $0 | -- |
| Total | $319,926,000 | $257,589 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing