DS
Dale Sefarian
from Hollencrest Capital Management
Dale Sefarian is a financial advisor based in California, Newport Beach,
with 40 years of experience. Dale currently works for
Hollencrest Capital Management.
Dale maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Dale Sefarian works at Hollencrest Capital Management
Hollencrest Capital Management is a financial advisory firm based in Newport Beach, California. It currently has approximately $842,732,906 of assets under management and employs about 16 people. Hollencrest Capital Management uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and fees related to real estate deals.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and fees related to real estate deals
Office location
100 Bayview Circle, Suite 500, Newport Beach, California, 92660
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting