Joseph Arce, financial advisor San Diego CA
93 score

Joseph Arce

CRD Number: 3119142
Current Firm: Wfa Wealth Managers

Joseph Arce (CRD# 3119142) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wheelerfrost - Wealth Managers San Diego, CA Dec 2014 - Current 1
Self-employed Consulting San Diego, CA Sep 2013 - Nov 2014 1
Brandes Investment Partners, LP San Diego, CA Jun 1998 - Aug 2013 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Joseph P. Arce
Phone Number: 619-491-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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