Crystal K. Colbert
Professional summary
Crystal K Colbert, CFP®, who also goes by Crystal K Kessler, Crystal Kathleen Kessler, is a registered financial advisor currently at FINANCIAL SENSE ADVISORS, INC. located in San Diego, California and FINANCIAL SENSE SECURITIES, INC. located in San Diego, California.
Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Crystal has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Crystal K Colbert's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 7, 2022 - Present
FINANCIAL SENSE ADVISORS, INC.
Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127June 7, 2022 - Present
FINANCIAL SENSE SECURITIES, INC.
Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127March 3, 2022 - May 20, 2022
BENEFIT FINANCIAL SERVICES GROUP
February 12, 2018 - February 23, 2022
FINANCIAL SENSE ADVISORS, INC.
October 2, 2017 - February 23, 2022
FINANCIAL SENSE SECURITIES, INC.
Primary Firm SEC Registration
FINANCIAL SENSE ADVISORS, INC.
CRD#: 111090 / SEC#: 801-25937
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/7/2022)
(6/7/2022)
Exams
FINRA
Current Firm
FINANCIAL SENSE ADVISORS, INC.
CRD#: 111090 / SEC#: 801-25937
Contact information
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,104 |
| AUM (Assets Under Management) | $ 681,412,925 |
Red Flags
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