Pacific Select Distributors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
752
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Pacific Select Distributors, LLC is organized as a limited liability company and is classified in FINTRX as a fund distributor. The platform records the firm's ownership as a mix of a domestic entity and individual ownership. FINTRX flags indicate the firm is not a capital allocator, is not active on ESG investing, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not populate details about the firm's fee structure, stated client base, or specific business and advisory activities in the available record. The entry therefore reads as primarily distribution-focused rather than as a traditional advisory or asset-management organization.

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 14
  • Thomas Oldham

    Thomas Oldham

    Senior Vice President, Chief Compliance OfficerCRD 4469948

  • Nancy Courtney

    CoordinatorCRD 3035682

  • Angela Pham

    Sales Support CoordinatorCRD 4604723

Unlock 11 more executives →

Contacts

3 of 738
  • Chad Christensen

    Chad Christensen

    Internal WholesalerCRD 3264871

  • Paul Joss

    Paul Joss

    Vice PresidentCRD 6994412

  • Nolberto Felix

    Nolberto Felix

    Sales StrategistCRD 6762050

Unlock 735 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth