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Pamela Castanon

Sovran Advisors, LLC

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About Pamela Castanon

Pamela Castanon is a financial advisor with Sovran Advisors, LLC. Pamela has been working in the financial services industry since 2016. Pamela is registered with the state of California and Texas. Pamela holds Series 7, 6, 63 and 65 licenses. Pamela is also a Certified Financial Planner. Pamela provides fee-based financial planning and advisory services to clients.

Firm Information

Pamela Castanon is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Pamela Castanon’s Registration & Firm History

CA

02/27/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

02/04/2019 - 03/06/2024

MML INVESTORS SERVICES, LLC (PASADENA CA)

CA

08/29/2016 - 01/11/2019

FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)

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Licenses & Designations

IA

Issued 07/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Castanon.
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