Sorrento Pacific Financial, LLC

Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $75,384,509 in 413 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $182,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sorrento Pacific Financial, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Michael R. Alef
CRD#: 2030382
New Albany, MS 38652

Michael Alef (CRD# 2030382) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in New Albany, MS and has over 18 years of experience in the finance industry.

2
Mark H. Boettcher
CRD#: 2312255
Fairfield, CA 94534

Mark Boettcher (CRD# 2312255) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Fairfield, CA and has over 25 years of experience in the finance industry.

3
Richard S. Dahl
CRD#: 1080878
San Diego, CA 92131

Richard Dahl (CRD# 1080878) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

4
Wendi K. Drennon
CRD#: 2305263
Anderson, SC 29621

Wendi Drennon (CRD# 2305263) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Anderson, SC and has over 26 years of experience in the finance industry.

5
George H. Elias
CRD#: 5504933
Larkspur, CA 94939

George Elias (CRD# 5504933) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Larkspur, CA and has over 11 years of experience in the finance industry.

6
James J. Giordano
CRD#: 5750678
San Diego, CA 92131

James Giordano (CRD# 5750678) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in San Diego, CA and has over 6 years of experience in the finance industry.

7
Joe N. Haywood
CRD#: 1441862
El Segundo, CA 90245

Joe Haywood (CRD# 1441862) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in El Segundo, CA and has over 21 years of experience in the finance industry.

8
Kathryn L. Hooper
CRD#: 3099687
Des Moines, IA 50309

Kathryn Hooper (CRD# 3099687) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Des Moines, IA and has over 21 years of experience in the finance industry.

9
Evan T. Leipprandt
CRD#: 7050568
Pigeon, MI 48755

Evan Leipprandt (CRD# 7050568) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Pigeon, MI and has 1 year of experience in the finance industry.

10
Andrey Letushko
CRD#: 4210899
Ventnor, NJ 08406

Andrey Letushko (CRD# 4210899) is an Investment Advisor Representative working at Sorrento Pacific Financial, LLC in Ventnor, NJ and has over 18 years of experience in the finance industry.

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