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Samuel Joshua Hardin

Sorrento Pacific Financial, LLC

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About Samuel Joshua Hardin

Samuel Joshua Hardin is a registered representative with Sorrento Pacific Financial, LLC based in New Albany, Mississippi. Samuel Hardin is also registered in Texas. Samuel Hardin has been in the industry since 2023 and has passed the Series 7TO, Series 63 and SIE exams. Samuel Hardin has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Samuel Hardin works with a variety of client types including high net worth individuals, corporations or other businesses, and individuals other than high net worth.

Firm Information

Samuel Hardin 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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Samuel Hardin’s Registration & Firm History

MS

01/30/2025 - Present

Sorrento Pacific Financial, LLC (NEW ALBANY MS)

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Licenses & Designations

BC

Issued 08/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Joshua Hardin.
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