Pacific Point Securities, LLC

Broker-DealerFINRA Member
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 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

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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 4
  • James King

    Chairman and Chief Executive OfficerCRD 269927

  • Kevin Lee

    Kevin Lee

    Deputy Chief Compliance OfficerCRD 3143283

  • Jerome Duhovic

    Jerome Duhovic

    Chief Administrative OfficerCRD 2123754

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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

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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