Pacific Select Distributors, LLC

Broker-DealerFINRA MemberEst. 1969
Total AUM
Advisory reps
758
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
4452
Registered since
December 13, 1969

Firm profile

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Overview

Pacific Select Distributors, LLC is organized as a limited liability company and is registered with the SEC since 1969. The firm is classified as a fund distributor rather than an asset allocator or investment adviser. It is not identified as an active ESG investor, nor as a multi-state or newly formed adviser. The ownership is noted as a domestic entity and individual. The firm does not list pension consulting or related-adviser roles.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 14
  • Nancy Courtney

    CoordinatorCRD 3035682

  • Angela Pham

    Sales Support CoordinatorCRD 4604723

  • Brandon Wells

    Brandon Wells

    Client Service CoordinatorCRD 5130869

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Contacts

3 of 744
  • Chad Christensen

    Chad Christensen

    Internal WholesalerCRD 3264871

  • Paul Joss

    Paul Joss

    Vice PresidentCRD 6994412

  • Nolberto Felix

    Nolberto Felix

    Sales StrategistCRD 6762050

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

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

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
700 Newport Center Dr
Time zone
PT (UTC-8)
Office locations

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