Katherine
Bushey
Sorrento Pacific Financial, LLC
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About this Advisor
Katherine Bushey is a financial advisor working out of Pigeon, Michigan with 1 year of relevant experience. Bushey works at Sorrento Pacific Financial, LLC. Their career trajectory has included roles at K-Two Farms LLC, Michigan State University, Gt Independence, Thumb Bank & Trust, Andrews, Hooper, Pavlik Plc, Raymond James Financial Services, Krohn Capital Management, Laker High School, Raymond James Financial Services Advisors, Inc and Sorrento Pacific Financial, LLC. Bushey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Sorrento Pacific Financial, LLC is a registered investment firm that has its headquarters in San Diego, CA. The firm has offices in 31 locations and a total of 198 financial advisors. It oversees $173 million in assets between its 800 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 800 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Sorrento Pacific Financial, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on the services. Fee types charged by Sorrento Pacific Financial, LLC likely consist 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
Katherine Bushey Work History
Katherine has been registered as a financial advisor for 1 years.*
Thumb Bank & Trust
Sorrento Pacific Financial, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Raymond James Financial Services
Krohn Capital Management
Thumb Bank & Trust
Michigan State University
Andrews, Hooper, Pavlik Plc
Thumb Bank & Trust
Michigan State University
Gt Independence
Thumb Bank & Trust
Michigan State University
K-Two Farms LLC
Michigan State University
Laker High School
*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 Katherine Bushey 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
Des Moines, IA
San Diego, CA
Pigeon, MI
Vacherie, LA
San Diego, CA
San Diego, CA
Urbandale, IA
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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