William Terry Puplava

Financial Sense Advisors, INC.

35 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Financial Sense Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,037 clients

Average Client Portfolio

$657K average

Assets Under Management

$681.4M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Minimum Annual Fee:$50

Location

10809 Thornmint Road, 2nd Floor, San Diego, CA, 92127

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

William is a trustee for the William T. Puplava Family Trust.

Employment History

Current Registrations

Financial Sense Securities, INC.

August 2017 - Present · 8 yrs 6 mos

Financial Sense Advisors, INC.

August 2017 - Present · 8 yrs 6 mos

Financial Sense Securities, INC.Broker

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

LPL Financial LLC

February 2002 - September 2017 · 15 yrs 7 mos

LPL Financial LLCBroker

January 2002 - September 2017 · 15 yrs 8 mos

Puplava Securities, INC.Broker

September 1996 - April 2002 · 5 yrs 7 mos

Linsco/private Ledger CORP.Broker

January 1990 - October 1996 · 6 yrs 9 mos

State Registrations10 states

AZCAHIMNMTNMNVORSCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.