Paul David Barnum
Investment adviser representative at Sovran Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Citivest ConstructionJun 2026 to now
- West Capital LendingApr 2026 to now
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- MML Investors Services, LLCNov 2022 to Feb 2024
- Massmutual Life Insurance CompanyOct 2022 to Feb 2024
- Mwa Financial Services IncMay 2021 to Nov 2022
- Modern Woodmen of AmericaMar 2021 to Nov 2022
- Cal State University, FullertonAug 2020 to Feb 2024
- Villa Del Sol ApartmentsNov 2019 to Mar 2020
- Irvine Valley CollegeAug 2016 to May 2019
- Ralphs Grocery CompanyFeb 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7420159
- Firm CRD
- 329415