Joseph FerreiraCRD Number: 5565225
Current Firm: West Coast Financial, LLC
Joseph Ferreira (CRD# 5565225) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry. Joseph Ferreira 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.
Montecito Investment Strategies
Haven Capital Group
Independent Financial Partners
|West Coast Financial, LLC||Santa Barbara, CA||May 2015 - Current||2|
|West Coast Financial, LLC||Santa Barbara, CA||Oct 2013 - May 2015||1|
|West Coast Financial, LLC||Santa Barbara, CA||Sep 2009 - Oct 2013||4|
|Northwestern Mutual Investment Services LLC||Woodland Hills, CA||Oct 2008 - Aug 2009||< 1|
|Northwestern Mutual Life Insurance||Milwaukee, WI||Jul 2008 - Aug 2009||1|
|Brophy Bro's||Santa Barbara, CA||Feb 2007 - Jul 2008||1|
|Santa Barbara Tutoring Services||Santa Barbara, CA||Jan 2006 - Jun 2008||2|
|University Of California Santa Barbara||Santa Barbara, CA||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management606MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$808,379
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, KY, MN, NY, OR, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.