Clinton SorensonCRD Number: 5393457
Current Firm: Emerald Investment Partners, LLC
Clinton Sorenson (CRD# 5393457) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Cary, NC and has over 10 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Wealthshield LLC||Cary, NC||Apr 2017 - Current||1|
|Emerald Asset Management, Inc.||Cary, NC||Dec 2013 - Current||4|
|University Of Phoenix||Matthews, NC||Jul 2007 - Current||10|
|Wells Fargo Advisors LLC||Goldsboro, NC||May 2007 - Dec 2013||6|
|Wachovia Securities, LLC||Goldsboro, NC||Aug 2008 - May 2009||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2007 - Aug 2008||< 1|
|Northwestern Mutual Investment Services, LLC||Raleigh, NC||Sep 2007 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management323MILLIONS
Total Number of Accounts1,002ACCOUNTS
Average Account Value$322,162
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, NC, NH, NY, SC, TN, TX, VA, VI
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