Innovative Financial Advisors, LLC
Innovative Financial Advisors, LLC (CRD# 171614) is a financial advisory firm headquartered in San Ramon, CA. They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Innovative Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WY
Financial Advisors at Innovative Financial Advisors, LLC
1
Brian Breckenridge (CRD# 3081708) is an Investment Advisor Representative working at Innovative Financial Advisors, LLC in San Ramon, CA and has over 25 years of experience in the finance industry.
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