Xavier I. Stonehouse
Professional summary
Xavier I Stonehouse, who also goes by Xavier Ignacio Stonehouse, 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.
Xavier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Xavier has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Xavier I Stonehouse's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2024 - Present
FINANCIAL SENSE ADVISORS, INC.
Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127November 18, 2022 - Present
FINANCIAL SENSE SECURITIES, INC.
Office #1: 10920 Via Frontera Suite 500, San Diego, CA 92127Primary 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
(11/6/2023)
(3/21/2024)
Exams
Series 7TO
Date: 11/18/2022
General Securities Representative ExaminationFINRA
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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