Joshua Coniglio (CRD# 6290332) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 8 years of experience in the finance industry. Joshua Coniglio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Capital | Corona, CA | Aug 2019 - Current | 4 |
| Usa Financial Securities | Ada, MI | Oct 2015 - Aug 2019 | 3 |
| Coniglio Wealth Management | Chino, CA | Jan 2017 - Jul 2019 | 2 |
| Sterling Wealth Partners | Tustin, CA | May 2016 - Jul 2019 | 3 |
| C&c Wealth Advisory Group | Tustin, CA | Apr 2015 - May 2016 | 1 |
| J.p. Turner & Company LLC | Tustin, CA | Aug 2015 - Oct 2015 | < 1 |
| J P Turner & Company LLC | Tustin, CA | Apr 2014 - Oct 2015 | 1 |
| Bj's Restaurant | Chino Hills, CA | Aug 2012 - Nov 2014 | 2 |
| Raging Waters | San Dimas, CA | May 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- CA
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$3,136,599
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, TX, UT
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