Kevin
Sorto
First Advisors National, LLC
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About this Advisor
Kevin Sorto is a financial advisor based in Aliso Viejo, California, working with First Advisors National, LLC. Kevin has previously held positions at Equity Capital Holdings, Inc, American Financial Network, Pro-Signings, Rate Plus, Inc, Nationstar Mortgage LLC, Lenderfi, Independent Home Lending, Inc, American Financial Network, Inc, The Money Source, Inc, Cardinal Financial Company, Limited Partnership, Dust & Brush Home Improvements, Loan Leaders Of America, Orange Coast College, Network Capital, Full Time Student, New York Life Insurance Company, and Nylife Securities LLC. Kevin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kevin is part of First Advisors National, LLC, which operates out of Aliso Viejo, California. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Advisors National, LLC Brokerage Details
$448,270,954
70
4,892
$91,633
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Kevin Sorto Work History
New York Life Insurance Company
Nylife Securities LLC
Equity Capital Holings, Inc
American Financial Network
Rate Plus, Inc
Nationstar Mortgage LLC
Pro-Signings
Lenderfi
Independent Home Lending, Inc
American Financial Network, Inc
The Money Source, Inc
Cardinal Financial Company, Limited Partnership
Dust & Brush Home Improvements
Loan Leaders Of America
Orange Coast College
Network Capital
Full Time Student
Disclosures
Please visit the SEC profile of Kevin Sorto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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