Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $192,507,423 in 876 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management193MILLION
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Total Number of Accounts876ACCOUNTS
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Average Account Value$219,757
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Michael Alef (CRD# 2030382) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in New Albany, MS and has over 23 years of experience in the finance industry.
Christine Berberich (CRD# 2501159) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Northwood, OH and has over 29 years of experience in the finance industry.
Wendi Drennon (CRD# 2305263) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Anderson, SC and has over 31 years of experience in the finance industry.
George Elias (CRD# 5504933) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
James Giordano (CRD# 5750678) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Joe Haywood (CRD# 1441862) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in El Segundo, CA and has over 25 years of experience in the finance industry.
Kathryn Hooper (CRD# 3099687) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Des Moines, IA and has over 25 years of experience in the finance industry.
Shannon Irwin (CRD# 2081007) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Ventura, CA and has over 29 years of experience in the finance industry.
Craig Layman (CRD# 1141483) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Andrey Letushko (CRD# 4210899) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Mays Landing, NJ and has over 23 years of experience in the finance industry.