Sorrento Pacific Financial, LLC

Sorrento Pacific Financial, LLC (CRD# 127787) is a financial advisory firm headquartered in San Diego, CA. They manage $172,937,760 in 800 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $216,172
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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 17 top financial advisors.
1
Michael R. Alef
CRD#: 2030382
132 Hwy 15 South, 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 22 years of experience in the finance industry.

2
Christine M. Berberich
CRD#: 2501159
Northwood, OH

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.

3
Wendi K. Drennon
CRD#: 2305263
3901 Clemson Blvd, Anderson, SC 29621

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.

4
George H. Elias
CRD#: 5504933
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

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.

5
James J. Giordano
CRD#: 5750678
10150 Meanley Drive, 1st Floor, 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 10 years of experience in the finance industry.

6
Joe N. Haywood
CRD#: 1441862
260 N Sepulveda Blvd, Ste 1025, 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 25 years of experience in the finance industry.

7
Kathryn L. Hooper
CRD#: 3099687
627 East Locust Street, 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 25 years of experience in the finance industry.

8
Shannon R. Irwin
CRD#: 2081007
2674 East Main Street #903, Ventura, CA 93003

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.

9
Craig S. Layman
CRD#: 1141483
10150 Meanley Drive, 1st Floor, San Diego, CA 92131

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.

10
Andrey Letushko
CRD#: 4210899
903 Rt50 Boulevard, Mays Landing, NJ 08330

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.

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