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FINDEC WEALTH SERVICES, INC.

STOCKTON, CA · CRD 311949 · IAPD ↗ · findec.com · 209-957-7413

$627.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2024 — FINDEC WEALTH SERVICES, INC. notice-filed in ID, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.