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Stefan Prvanov

Blankinship & Foster, LLC

Solana Beach, CA

CRD 3000743

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Employer firm

Blankinship & Foster, LLC CRD 104795

$940M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blankinship & Foster, Llc

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2018-11-30
CA RA APPROVED 2004-03-18
  • OR RA
    APPROVED
    Since 2018-11-30
  • CA RA
    APPROVED
    Since 2004-03-18

Branch Locations

420 Stevens Avenue Suite 250, Solana Beach, CA 92075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blankinship & Foster, Llc Solana Beach CA 01/2007 Present
Blankinship & Foster, Llc Solana Beach CA 10/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-06
  • S65 Uniform Investment Adviser Law Examination
    1998-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

GLOBAL IMC LLC
CLEAR CREEK INVESTMENTS, LLC
THE INFORMED MOMENTUM COMPANY LLC

Nearby Investors

TRAVIS TYLER PRENTICE
DEREK JOHN GAERTNER
JOSHUA MATTHEW MOSS

Nearby Offices

GLOBAL IMC LLC · SOLANA BEACH, CA
CLEAR CREEK INVESTMENTS, LLC · SOLANA BEACH, CA
THE INFORMED MOMENTUM COMPANY LLC · SOLANA BEACH, CA

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