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Paul David Barnum

Sovran Advisors, LLC

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About Paul David Barnum

Paul Barnum is a financial advisor at Sovran Advisors, LLC, a registered investment advisory firm based in San Diego, California. Paul has been in the financial services industry since 2021. Paul provides financial planning, investment management, insurance services, and financial advisory services to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Paul is registered with the state of California as an investment advisor representative.

Firm Information

Paul Barnum 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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Paul Barnum’s Registration & Firm History

CA

02/23/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

11/10/2022 - 03/06/2024

MML INVESTORS SERVICES, LLC (Costa Mesa CA)

CA

08/10/2021 - 11/07/2022

MWA FINANCIAL SERVICES INC. (LAGUNA HILLS CA)

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Licenses & Designations

BOTH

Issued 09/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/10/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Paul David Barnum. Review regulatory record here.
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