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Todd Raymond Sorensen

VICTORY WEALTH MANAGEMENT, LLC·REEDLEY, California
Series 7, Series 63Clean record29 years registeredVICTORY WEALTH MANAGEMENT, LLC
1592 11TH STREET, SUITE A, REEDLEY, CA 93654CRD# 2408435Firm CRD# 152221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Raymond Sorensen · REEDLEY, CA
Registration
CRD #2408435 · VICTORY WEALTH MANAGEMENT, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

VICTORY WEALTH MANAGEMENT, LLC
Nov 2010 – present
DBA, LONG INVESTMENT ADVISORY, INC.
May 1997 – Oct 2009
REEDLEY, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 19, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VICTORY WEALTH MANAGEMENT, LLC
CRD 152221 · SEC 801-70816
AUM
$31M
Regulatory assets under management
Employees
1
100 client accounts
Services offered by VICTORY WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at VICTORY WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Todd Raymond Sorensen offer?
Todd Raymond Sorensen specializes in Investment Management, Fee-Only Advisory. Contact their office in REEDLEY, California for a consultation.
What are Todd Raymond Sorensen's credentials?
Todd Raymond Sorensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Raymond Sorensen located?
Todd Raymond Sorensen is based in REEDLEY, California, working with VICTORY WEALTH MANAGEMENT, LLC. Their office serves clients in the REEDLEY metropolitan area and surrounding communities.
How does Todd Raymond Sorensen charge for services?
Todd Raymond Sorensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VICTORY WEALTH MANAGEMENT, LLC?
VICTORY WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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