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

FINTRX

Overview

Pacific Select Distributors, LLC is organized as a limited liability company that operates primarily as a fund distributor. The firm has an SEC registration that dates back to 1969. Ownership is listed as a combination of a domestic entity and individual stakeholders. The FINTRX snapshot characterizes the firm as a distributor rather than a capital allocator or investment adviser: it is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

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
  • Nancy Courtney

    CoordinatorCRD 3035682

  • Angela Pham

    Sales Support CoordinatorCRD 4604723

  • Brandon Wells

    Brandon Wells

    Client Service CoordinatorCRD 5130869

Unlock 11 more executives →

Contacts

3 of 744
  • Thomas Oldham

    Thomas Oldham

    DirectorCRD 4469948

  • Chad Christensen

    Chad Christensen

    Internal WholesalerCRD 3264871

  • Paul Joss

    Paul Joss

    Vice PresidentCRD 6994412

Unlock 741 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