SOVRAN ADVISORS, LLC ACTIVE IA

FINRA firm 329415 · SAN DIEGO, CA · view on BrokerCheck ↗

Key facts

FINRA firm ID: 329415
Firm name: SOVRAN ADVISORS, LLC
Other names / DBAs: COMPASS CAPITAL; WEALTHPOINTE ADVISORS; WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES; WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES; THE FINANCIAL COLLECTIVE; SOVRAN PARTNERS; SOVRAN ADVISORS, LLC; PLR WEALTH MANAGEMENT; PINDER & NEIMEYER FINANCIAL; PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES; PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES; OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & INSURANCE SERVICES; OLIRIA FINANCIAL; J. SPENCER JONES WEALTH MANAGEMENT; INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS; GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES; FINANCIAL HAUS; ENVISAGE WEALTH MANAGEMENT; EMPIRE WEALTH MANAGEMENT; ECLIPSE FINANCIAL ADVISORS; DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS; CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
IA scope: ACTIVE
SEC IA file: 801-129342
Branches: 55
Disclosure events: No
HQ: SAN DIEGO, CA, 92108, United States