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Featured Business Financial Advisor in Carlsbad, CA
Carlsbad Financial Advisors
AZCA Financial Group, LLC
2888 Loker Avenue East, Suite 204
Carlsbad, CA 92010
(760) 603-1212
Advisor Profile
Name:  Jay Miars, CFP
Phone Number:  (760) 603-1212
Website:  Visit Website

About AZCA Financial Group, LLC

Success for the long run requires the prudent combination of timely, appropriate wealth management strategies with a personal advisory relationship that stands the test of time.

Wealth Advisors represents a new generation of financial services, offering complete integration of services for high-net-worth individuals through a single access point.
 

General Information

Gender:    Male
CRD#:    1909437
Firm CRD#:    29604
Name of Broker/Dealer:    Commonwealth Financial Network
States Licensed in:    AZ, AR, CA, CO, IN, NJ,HI,NV,GA
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Ball State University (1968)
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Options & Futures, Annuities, Stocks, Bonds
I can meet clients in the following ways:    At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Annuity, Variable Life, Long Term Care, Variable Annuity, Life, Health
Financial Organization Memberships:    North Coastal Estate Planning Council, Financial Planning Association (FPA)
 

Firm Information

Advisor's Number of Clients:    70
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets
Fee % Based on Assets:    1%
Hourly Rate:    350
 
 
 
Prepared By: Jay Miars, CFP

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