Jeremy
Sorci
Premier Financial Group Inc
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About this Advisor
Jeremy Sorci is a financial advisor who works out of Eureka, California, with a total of 10 years of relevant experience. Sorci works at Premier Financial Group Inc. Over the course of their career, Sorci has held roles at Premier Financial Group and Bank Of Stockton Trust & Investment Group. Sorci maintains a Series 65 license, which qualifies them as an investment advisor representative, and can work in California. Premier Financial Group Inc is a financial advisory company headquartered in Eureka, CA. It administers $632 million in assets between its 1,148 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 1,148 client accounts, 30% belong to high-net-worth clients who have more than $1 million in assets. Premier Financial Group Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fees billed by Premier Financial Group Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Premier Financial Group Inc Brokerage Details
$632,047,264
17
1,148
$550,564
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeremy Sorci Work History
Jeremy has been registered as a financial advisor for 10 years.*
Premier Financial Group
Bank Of Stockton Trust & Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Sorci to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Premier Financial Group Inc
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
Eureka, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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