Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Charles Di rocco is an investment advisor representative with Sovran Advisors, LLC. Phillip is a registered investment advisor and insurance agent who has been in the industry since 2004. Phillip is based in San Diego, California and holds licenses in 21 states. Phillip's areas of expertise include financial planning, asset management, and insurance. In addition to his work with Sovran Advisors, LLC, Phillip also owns and operates Wealth 365 Advisors and JD Community Homes, LLC. Phillip is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/08/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
12/17/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/17/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOS ANGELES CA)
AZ
06/08/2004 - 10/08/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 04/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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