Joseph Ferreira, financial advisor Santa Barbara CA
96 score

Joseph Ferreira

CRD 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 7 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.

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Professional Designations
Company Name Location Dates Years
West Coast Financial, LLC Santa Barbara, CA May 2015 - Current 1
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
Contact Info for Joseph E. Ferreira
Phone Number: 805-962-9131
Firm Website:
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
  • 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
Types of Clients
Registered States


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

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