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Costa Mesa, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accel Advisors, Inc. | Costa Mesa | CA | 08/2014 | Present |
In addition to investment advice, Accel Advisors, Inc. doing business as OC CFO provides financial consulting services to companies. We offer consulting services which primarily involve advising companies on specific financial-related topics. The topics we address may include, but are not limited to, risk assessment/management; financial organization; and financial decision making/negotiation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-29 |
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