Paul
Soriano
Sagepoint Financial, Inc
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About this Advisor
Paul Soriano is a financial advisor operating out of Honolulu, Hawaii with 6 years of industry experience. Soriano is an advisor for Sagepoint Financial, Inc. Throughout their career, Soriano has worked at National Planning Corporation, Coda Financial Group and Sagepoint Financial, Inc. Soriano holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Hawaii, New Mexico and Texas. Sagepoint Financial, Inc is a registered investment firm headquartered in Phoenix, AZ. It has offices in 770 locations and a total of 3,563 advisors. It manages $17 billion in assets under management among its 86,848 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 113 charitable organizations. Of its 86,848 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which service is offered. However, fees charged by Sagepoint Financial, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagepoint Financial, Inc Brokerage Details
$16,478,907,740
3,563
86,848
$189,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Soriano Work History
Paul has been registered as a financial advisor for 6 years.*
Sagepoint Financial, Inc
Coda Financial Group
National Planning Corporation
*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 Paul Soriano 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 Sagepoint Financial, Inc
Braintree, MA
De Pere, WI
Syracuse, NY
Spring, TX
Youngstown, OH
Phoenix, AZ
Phoenix, AZ
Fresno, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
