LPL Financial
47yrs
Top advisor for experience in San Diego
45yrs
James Joseph Puplava
Financial advisor at Financial Sense Advisors
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor for experience at Financial Sense Advisors
Office10920 VIA Frontera Suite 500, San Diego, CA 92127
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Financial Sense Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2004 – nowFinancial Sense Advisors, Inc.Current firm
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About James
How do I contact James?
Call Financial Sense Advisors at 858-487-3939 and ask for James Joseph Puplava. James works from the San Diego, CA office.
How long has James been a financial advisor?
James has been in the industry since 1981, about 45 years. Top advisor for experience at Financial Sense Advisors.
What licenses does James hold?
Series 63. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is James paid?
Financial Sense Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% for experience in San Diego
LPL Financial
47yrs
Top 1% for experience in San Diego
Wedbush Securities
47yrs
Top 1% for experience in San Diego
Wedbush Securities
47yrs
Top 1% for experience in San Diego
UBS Financial Services
46yrs
Top 1% for experience in San Diego