Pacific Capital

Pacific Capital (CRD# 159294) is a financial advisory firm headquartered in Corona, CA. They manage $156,000,000 in 320 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $487,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pacific Capital
Showing 1 - 2 of 2 top financial advisors.
1
Cory A. Persson, CFA, CFS
CRD#: 6281131
1260 Corona Pointe Court, Suite 304, Corona, CA 92879
100
Wealthminder
score

Cory Persson, CFA, CFS (CRD# 6281131) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 2 years of experience in the finance industry. He is a CFA® charterholder and has the CFS® designation (Certified Fund Specialist®). Cory has also passed the Series 65 Exam.

2
Chad T. Willardson
CRD#: 4670940
1260 Corona Pointe Court, Suite 304, Corona, CA 92879
93
Wealthminder
score

Chad Willardson (CRD# 4670940) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 13 years of experience in the finance industry.

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