Patrick
Owens
Sorrento Pacific Financial, LLC
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About this Advisor
Patrick Owens is a financial advisor working in Urbandale, Iowa. Owens is on the advisory team at Sorrento Pacific Financial, LLC. Their career trajectory has included roles at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Ups, Wells Fargo Clearing Services, LLC, Dv Financial, Cuso Financial Services, Lp and Iowa State Bank. Owens has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Iowa. Sorrento Pacific Financial, LLC is an advisory business that has its headquarters in San Diego, CA. The firm has offices in 31 locations and a total of 198 financial advisors. It manages $173 million in assets among its 800 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 800 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in assets. Sorrento Pacific Financial, LLC performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which services are offered. Fees charged by Sorrento Pacific Financial, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sorrento Pacific Financial, LLC Brokerage Details
$172,937,760
198
800
$216,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Patrick Owens Work History
Patrick has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Iowa State Bank
Dv Financial
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
Ups
*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 Patrick Owens 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 Sorrento Pacific Financial, LLC
Dedham, MA
San Diego, CA
Des Moines, IA
Pigeon, MI
Vacherie, LA
San Diego, CA
San Diego, CA
Mays Landing, NJ
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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