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RH

Robert E. Hearn

PACIFIC SUN FINANCIAL CORP
Los Angeles, CA 90024
Some features on this profile are disabled
CRD#: 7778471
RH

Professional summary

Robert Edmondson Hearn III, who also goes by Bobby E. Hearn III, is a registered financial advisor currently at PACIFIC SUN FINANCIAL CORP located in Los Angeles, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bobby E. Hearn Iii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edmondson Hearn III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 30, 2023 - Present

PACIFIC SUN FINANCIAL CORP

Office #1: 10940 Wilshire Blvd Suite 1450, Los Angeles, CA 90024
RIA
CRD#: 284286
Los Angeles, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PS
PACIFIC SUN FINANCIAL CORP
PACIFIC SUN FINANCIAL CORP

CRD#: 284286 / SEC#: 801-107989

RIA
Registered Investment Advisory firm - (7/5/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/30/2023)
IAR
Texas
(6/30/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/16/2023
Uniform Investment Adviser Law Examination

Current Firm

PS
PACIFIC SUN FINANCIAL CORP
PACIFIC SUN FINANCIAL CORP

CRD#: 284286 / SEC#: 801-107989

RIA
Registered Investment Advisory firm - (7/5/2016 Approved)
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Contact information

Main Address
10940 Wilshire Blvd Suite 1450, Los Angeles, CA 90024
Mailing Address
Phone number
(949) 716-8646
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A WRAP BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts879
AUM (Assets Under Management)$ 290,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PACIFIC SUN FINANCIAL CORP

CRD#: 284286Los Angeles, CA 90024

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