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FIRM PROFILE
Overview
GREAT PACIFIC SECURITIES is located at 151 Kalmus Drive, Building H8, Costa Mesa, CA 92626 and was first established at Los Angeles, California in 09/01/1991. After operating for 34 years, GREAT PACIFIC SECURITIES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of GREAT PACIFIC SECURITIES’s clients are individuals and 0% of their clients are high net worth individuals. GREAT PACIFIC SECURITIES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GREAT PACIFIC SECURITIES are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access GREAT PACIFIC SECURITIES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at GREAT PACIFIC SECURITIES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for GREAT PACIFIC SECURITIES Comes From
Understanding the Statistics for GREAT PACIFIC SECURITIES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
151 Kalmus Drive, Building H8, Costa Mesa, CA 92626
151 Kalmus Drive, Building H8, Costa Mesa, CA 92626
Small
(714) 619-3000
California since 09/01/1991
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at GREAT PACIFIC SECURITIES
Richard Burling Travis
Franklin Elihu Sacks
Peter James Kerrigan
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