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Ethan J Triche

Sorrento Pacific Financial, LLC

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About Ethan J Triche

Ethan J Triche is a registered Investment Advisor Representative with Sorrento Pacific Financial, LLC, a firm that has been in business since 2012. Ethan has been in the industry since 2014 and is registered in Louisiana. Ethan has passed both the Series 6 and Series 65 examinations, as well as the Securities Industry Essentials Examination. The firm has a total of 239 clients and manages over $192 million in assets. Ethan is a financial planner and provides portfolio management for individuals and businesses. Ethan is also a registered representative with First American Bank.

Firm Information

Ethan Triche is currently registered with Sorrento Pacific Financial, LLC. Sorrento Pacific Financial, LLC is a California-based financial advisory firm founded in 2003. With over 129 registered representatives and $192,507,423 in regulatory assets under management, the firm provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. Sorrento Pacific Financial, LLC also participates in wrap fee programs.
Sorrento Pacific Financial, LLC

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$192.51M

Assets Under Management

239

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ethan Triche’s Registration & Firm History

LA

04/24/2019 - Present

Sorrento Pacific Financial, LLC (VACHERIE LA)

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Licenses & Designations

IA

Issued 04/23/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ethan J Triche.
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