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).
Total Assets Under Management156MILLION
Total Number of Accounts320ACCOUNTS
Average Account Value$487,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.