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 9 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.
Haven Capital Group
Independent Financial Partners
Brightpath Wealth Planning, LLC
|West Coast Financial, LLC||Santa Barbara, CA||May 2015 - Current||3|
|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 Management775MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$704,550
- 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, LA, MN, NY, OR, TX, WA
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