Balanced Security Planning, Inc.

Overview

Balanced Security Planning, Inc. is a Broker Dealer based in Newport Beach, CA, formed in 1969 in Florida. Its 12 registered representatives work across 1 branch offices in 1 state.

Registered reps

12

Branch offices

1

Formed

1969

Jurisdictions

29

Contact

1 phone number on file

Practice

Products and services

• Insurance
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 2 of 2

• George Nicolas Gopiao Chief Compliance Officer, Chief Executive Officer CRD 2113470
• Chad Ethan Kirschenblatt Financial And Operations Principal CRD 2503352

Registered reps 3 of 12

• Alexxis Marie Bannister Registered Rep CRD 8200718
• Jeffrey Donor Barrera Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2941346
• David Albert Boyer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2592181

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

Location

Headquarters

4701 Teller Ave # 102
Newport Beach, CA 92660

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Branch offices

1 in 1 state

Registrations

• FINRA member, corporation formed in Florida
• Registered in 29 jurisdictions
• Website: balancedsecurityplanning.com

Every state, with registration dates

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