Financial ADVSR advisor directory · SEC adviser records
Pacific Capital financial advisors in California
Every SEC-registered investment adviser representative at a Pacific Capital office in California, by city and A to Z.
4 registered advisors work at Pacific Capital in California, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Corona (4). 2 list the CFP designation and 0 are also registered broker representatives.
Pacific Capital advisors by city in California
Every firm in California →Pacific Capital advisors in California, A to Z
Search by name →- Joshua ConiglioCorona · Certified Financial Planner
- Randall A. FrancisCorona · Certified Financial Planner
- Bruno L. KrennCorona
- Chad T. WillardsonCorona
Pacific Capital advisors in every state →Pacific Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Pacific Capital financial advisors are in California?
4 investment adviser representatives are registered at Pacific Capital offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Pacific Capital have the most advisors?
Corona, with 4. Pacific Capital has advisors in 1 city in California.
How do I check a Pacific Capital advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pacific Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.