Pacific Point Securities, LLC
Firm details
- Headquarters
- Anaheim, California
- CRD number
- 150272
- Registered since
- December 15, 2009
Firm profile
FINTRXOverview
Pacific Point Securities, LLC is organized as a limited liability company and is listed with an owner type described as a domestic entity and individual. The firm’s internal classification is recorded as unclassified. Public disclosures about the firm’s business lines, advisory services, client niches, or fee arrangements were not provided in the source data. The record indicates the firm does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4James King
Chairman and Chief Executive OfficerCRD 269927

Kevin Lee
Deputy Chief Compliance OfficerCRD 3143283

Jerome Duhovic
Chief Administrative OfficerCRD 2123754
Contacts
3 of 3
Joanna Mccomsey
Vice President Regional Compliance Officer, OSJ Branch ManagerCRD 3101022

Adam Simon
Vice PresidentCRD 2524249
Westley King
PresidentCRD 2527676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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