Sean
Storck

1St Global Advisors Inc

CRD#5060005
Investment Advisor
in San Diego, CA
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About this Advisor

Sean Storck is a certified financial planner operating out of San Diego, California, who has 18 years in the industry. Storck works at 1St Global Advisors Inc. During their career, Storck has held roles at Mesa Junior College, 1St Global Capital Corp, 1St Global Advisors, Inc, Horizon Planning, 1St Global Insurance Services and Rawdin-Baron Financial Inc. Storck holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. 1St Global Advisors Inc is a financial advisory company that has its headquarters in San Diego, California. The investment advisory business has offices in 436 locations and a total of 1,049 employees. It administers $10 billion in assets among its 28,955 client accounts, making it one of the largest firms in the nation by assets under management. The firm advises 29 charities and foundations. Of its 28,955 client accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. Fee types charged by 1St Global Advisors Inc can be comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

4747 Morena Boulevard Suite 102
San Diego, CA 92117

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

CA Average: $3,042,739,679
Total Number of Employees

1,049

CA Average: 49
Total Number of Accounts

28,955

CA Average: 2,315
Average Account Size

$345,260

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sean Storck Work History

Sean has 18 years of experience.

2012 - Present (7 years)

Rawdin-Baron Financial Inc

2007 - Present (12 years)

1St Global Insurance Services

2006 - Present (13 years)

1St Global Capital Corp

2006 - Present (13 years)

1St Global Advisors, Inc

2000 - Present (19 years)

Mesa Junior College

2006 - 2012 (6 years)

Horizon Planning

Disclosures

Sean Storck has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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