Clinton Sorenson, financial advisor Cary NC
96 score

Clinton Sorenson

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Clinton W. Sorenson
Phone Number: 919-948-4453
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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