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Jeremy Robert Sorci

PREMIER FINANCIAL GROUP INC·EUREKA, California
Series 65Clean record13 years registeredPREMIER FINANCIAL GROUP INC
725 SIXTH STREET, EUREKA, CA 95501-1103CRD# 6128429Firm CRD# 107314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Robert Sorci · EUREKA, CA
Registration
CRD #6128429 · PREMIER FINANCIAL GROUP INC · 13 years registered
Brand Profile
Not yet started
01

Career History

PREMIER FINANCIAL GROUP INC
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 21, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PREMIER FINANCIAL GROUP INC
CRD 107314 · SEC 801-38364
AUM
$672M
Regulatory assets under management
Employees
17
1,216 client accounts
Services offered by PREMIER FINANCIAL GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PREMIER FINANCIAL GROUP INC →
Introduction

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05

Frequently Asked Questions

What services does Jeremy Robert Sorci offer?
Jeremy Robert Sorci specializes in Financial Planning, Investment Management. Contact their office in EUREKA, California for a consultation.
What are Jeremy Robert Sorci's credentials?
Jeremy Robert Sorci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Robert Sorci located?
Jeremy Robert Sorci is based in EUREKA, California, working with PREMIER FINANCIAL GROUP INC. Their office serves clients in the EUREKA metropolitan area and surrounding communities.
How does Jeremy Robert Sorci charge for services?
Jeremy Robert Sorci's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PREMIER FINANCIAL GROUP INC?
PREMIER FINANCIAL GROUP INC has approximately 17 employees and manages $672M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PREMIER FINANCIAL GROUP INC

Wayne Oliver Caldwell
EUREKA, CA
Charles Ronald Ross
EUREKA, CA
Teresa Irene Conley
EUREKA, CA
Bruce Anderson Smith
EUREKA, CA
Ginger Lynn Weber
EUREKA, CA
John Christian Gloor
EUREKA, CA

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