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firm profile

Financial Telesis Inc

BD San Rafael, CA CRD 31012 Last verified October 2026

Overview

Financial Telesis Inc is a Broker Dealer based in San Rafael, CA, formed in 1992 in California. Its 10 registered representatives work across 3 branch offices in 1 state.

Registered reps
10
Branch offices
3
Formed
1992
Jurisdictions
8

Contact

1 phone number on file

Practice

Products and services
  • Insurance
  • Mutual Fund/Retailer
  • Mutual Funds
  • Other
  • Private Placements
  • Retirement/Pension Products
  • Variable Life Insurance & Annuities

Executive officers 2 of 2

Registered reps 3 of 10

7 more registered reps, with emails, phones and branch locations

Location

Headquarters
4340 Redwood Hwy Ste B-75
San Rafael, CA 94903
County
Marin
Metro area
San Francisco-Oakland-Berkeley, CA
Region
West
Branch offices
3 in 1 state, including Oakland, CA and Santa Monica, CA

Registrations

  • FINRA member, corporation formed in California
  • Registered in 8 jurisdictions

Every state, with registration dates

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