CC
CFP
CC
CFP

Crystal Colbert

8 Years of Experience
Broker

Crystal Colbert is a CFP-designated registered investment advisor, based in San Diego, CA, with 8 years of industry experience.

Location

10920 Via Frontera, Suite 500, 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.

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Employment History
Current Registrations
Financial Sense Advisors, INC.
June 2022 - Present · 3 yrs 10 mos
Financial Sense Securities, INC.Broker
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Benefit Financial Services Group
March 2022 - May 2022 · 2 mos
Financial Sense Advisors, INC.
February 2018 - February 2022 · 4 yrs
Financial Sense Securities, INC.Broker
October 2017 - February 2022 · 4 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Crystal Colbert - Financial Advisor | TrueAdvisor