Sovran Advisors, LLC
Sovran Advisors, LLC (CRD# 329415) is a financial advisory firm headquartered in San Diego, CA. They manage $841,576,392 in 3,480 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management842MILLION
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Total Number of Accounts3,480ACCOUNTS
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Average Account Value$241,832
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
Shannon Neimeyer (CRD# 6373111) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Mark Pearcy (CRD# 2978026) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Royceton Pinder (CRD# 2006101) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Akhilesh Sinha (CRD# 2580610) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Robert Smith (CRD# 2833957) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 27 years of experience in the finance industry.
Bernd Steinebrunner (CRD# 5096812) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 18 years of experience in the finance industry.
Donald Van Dyke (CRD# 4026550) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Timothy Voytko (CRD# 2043889) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 33 years of experience in the finance industry.
David Ward (CRD# 1555648) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Brian Young (CRD# 5484658) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry.