LW
Lisa Walsh
Banker/Register Rep at Sorrento Pacific Financial
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Work Experience
Banker/Register Rep
Present
Vice-President
Sep 1979 - Present · 45 years and 3 months
Company Details
As a broker dealer and Registered Investment Advisor serving financial institutions across the United States, Sorrento Pacific Financial, LLC (Member FINRA/SIPC) is a choice that will deliver the results you want. When you work with SPF, your investment program will be supported by a broker dealer with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. SPF is the sister broker dealer to CUSO Financial Services. Headquartered in San Diego, SPF provides expertise in key areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customers, and provides a fully-electronic account management system for advisors. We have an advisor to support staff ratio of approximately 4:1, and are well-equipped to provide the outstanding service that will take your investment program to the next level. For more information, call toll-free 888.805.5585 or visit www.sorrentopacific.com. Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through SPF: are not federally insured, are not guarantees or obligations of banks, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. Banks have contracted with SPF to make non-deposit investment products and services available to bank clients.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
10150 Meanley Drive, 1st Floor San Diego, CA 92131, US
Keywords
Investment programs for financial institutionsFlexible & efficient financial planningWealth managementRetirement investment & insurance solutionsSophisticated back office technology systemsNon-proprietary product offeringsHigh-touch customer service
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