Pacific Capital

Pacific Capital (CRD# 159294) is a financial advisory firm headquartered in Corona, CA. They manage $119,000,000 in 309 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $385,113
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
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, TX, UT

Financial Advisors at Pacific Capital
Showing 1 - 10 of 13 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
1881 California Avenue, Suite 101, Corona, CA 92881
93
Wealthminder
score

Chad Willardson (CRD# 4670940) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 14 years of experience in the finance industry.

3
Nathan A. Fowler
CRD#: 6738240
1881 California Avenue, Suite 101, Corona, CA 92881
88
Wealthminder
score

Nathan Fowler (CRD# 6738240) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.

4
Douglas Courtney
CRD#: 6901116
Riverside, CA
87
Wealthminder
score

Douglas Courtney (CRD# 6901116) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.

5
Kevin Crawford
CRD#: 6876517
Costa Mesa, CA
87
Wealthminder
score

Kevin Crawford (CRD# 6876517) is an Investment Advisor Representative working at Pacific Capital in Costa Mesa, CA and has 1 year of experience in the finance industry.

6
Irfan Dokovic
CRD#: 6876539
Corona, CA
87
Wealthminder
score

Irfan Dokovic (CRD# 6876539) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.

7
Joshua W. Giles
CRD#: 6903467
1881 California Avenue, Suite 101, Corona, CA 92881
87
Wealthminder
score

Joshua Giles (CRD# 6903467) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has 1 year of experience in the finance industry.

8
Jesse Huerta
CRD#: 6876578
Barstow, CA
87
Wealthminder
score

Jesse Huerta (CRD# 6876578) is an Investment Advisor Representative working at Pacific Capital in Barstow, CA and has 1 year of experience in the finance industry.

9
Elizabeth Jergensen
CRD#: 6909091
Riverside, CA
87
Wealthminder
score

Elizabeth Jergensen (CRD# 6909091) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.

10
Xiaowei Liu
CRD#: 6891758
Los Angeles, CA
87
Wealthminder
score

Xiaowei Liu (CRD# 6891758) is an Investment Advisor Representative working at Pacific Capital in Los Angeles, CA and has 1 year of experience in the finance industry.

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