Charles Sorensen is a registered investment advisor, based in Logan, UT, with 26 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold.
Location
88 W Center Street, Suite 13, Logan, UT, 84321
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2018Customer Dispute
August 2016Customer Dispute
June 2016Customer Dispute
January 2016Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Charles is the president of Sorensen Financial, Inc., a personal S-Corp used for managing his business and paying expenses, dedicating about 10% of his time during business hours. He also works as an agent/rep/IAR for Locum Group Benefits, soliciting insurance and retirement accounts from physicians and dedicating most of his time to this activity.
Employment History
Current Registrations
Dfpg Investments, LLCBroker
Diversify Advisory Services, LLC
Previous Registrations
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Ars Investment Advisors, INC.
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Signator Financial Services, INC.Broker
Symetra Investment Services, INC.
Insphere Securities, INC.
Insphere Securities, INC.Broker
Allegis Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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