Sorrento Pacific Financial, LLC Fact Sheet
Sorrento Pacific Financial, LLC,
(Member FINRA/SIPC) is a full-service broker dealer offering customized investment and insurance solutions, and training and program development support to the banking industry. Headquartered in San Diego with offices in North Carolina and Massachusetts, SPF works with banks throughout the country providing expertise in key areas including investment and insurance services, retirement planning and wealth management for both individuals and business customers. SPF provides its paperless office platform, dataVISION®, to meet compliance requirements and sales objectives. The secure and proven technology is a fully electronic, web-based account management system that simplifies administration, communications, sales, and reporting functions.