# SOVRAN ADVISORS, LLC

> FINRA firm 329415 · ACTIVE · SAN DIEGO, CA

## Key facts

- **FINRA firm ID:** 329415
- **Firm name:** SOVRAN ADVISORS, LLC
- **Other names:** 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
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-129342
- **Branches:** 55
- **Has disclosure events:** No
- **Headquarters:** SAN DIEGO, CA, 92108, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/329415

## Citation

> FINRA BrokerCheck, firm 329415 (SOVRAN ADVISORS, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/329415.

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