William Terry Puplava
Investment adviser representative at Financial Sense Advisors, Inc.
24 yearsExperience
4 statesRegistered in
$835.6MFirm assets
40 yearsFirm in business
Are you William Terry Puplava? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- LPL FinancialAug 2026 to now
- Financial Sense Advisors, Inc.Aug 2017 to now
- Puplava Financial Services, Inc.Aug 2017 to Aug 2026
- Puplava Securities Inc.Aug 2017 to Aug 2026
- Linsco/private LedgerJan 2002 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, MT, TX).
Financial Sense Advisors, Inc.
$835.6MAssets managed
597Clients
10Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2027125
- Firm CRD
- 111090