Jeremy Sorci, financial advisor Eureka CA
93 score

Jeremy Sorci

CRD Number: 6128429
Current Firm: Premier Financial Group Inc.

Jeremy Sorci (CRD# 6128429) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Premier Financial Group Eureka, CA Oct 2012 - Current 5
Bank Of Stockton Trust & Investment Group Stockton, CA Nov 2005 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jeremy R. Sorci
Phone Number: 707-443-2741
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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

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