Pacific Point Securities, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Anaheim, California
CRD number
150272
Registered since
December 15, 2009

Firm profile

FINTRX

Overview

Pacific Point Securities, LLC is organized as a limited liability company and is SEC-registered (original registration recorded in 2009). FINTRX classifies the firm as unclassified and lists the owner type as a mix of a domestic entity and an individual. The database indicates the firm is not a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or related adviser. FINTRX does not supply detail on the firm’s client segments, fee schedules, or specific advisory activities, so publicly available profile elements such as target client types or service models are not documented in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Jerome Duhovic

    Jerome Duhovic

    Chief Administrative OfficerCRD 2123754

  • Sheri Lejman

    Sheri Lejman

    Chief Financial OfficerCRD 6406038

  • Kevin Lee

    Kevin Lee

    Deputy Chief Compliance OfficerCRD 3143283

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Contacts

3 of 3
  • Joanna Mccomsey

    Joanna Mccomsey

    Vice President Regional Compliance Officer, OSJ Branch ManagerCRD 3101022

  • Adam Simon

    Adam Simon

    Vice PresidentCRD 2524249

  • Westley King

    PresidentCRD 2527676

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Anaheim, CA

Orange

Location

Anaheim, CA

Headquartered in Anaheim, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
2300 E Katella Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth