The Pacific Center For Financial Services

The Pacific Center For Financial Services (CRD# 104557) is a financial advisory firm headquartered in San Ramon, CA. They manage $492,761,741 in 1,178 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    1,178
    ACCOUNTS
  • Average Account Value
    $418,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

AZ, CA, FL, NH, NV, OR, TX

Financial Advisors at The Pacific Center For Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Chad M. Franck
CRD#: 4458979
2000 Crow Canyon Place, Suite 430, San Ramon, CA 94583
93
Wealthminder
score

Chad Franck (CRD# 4458979) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 14 years of experience in the finance industry.

2
Ashley M. Souza
CRD#: 4878053
2000 Crow Canyon Place, Suite 430, San Ramon, CA 94583
93
Wealthminder
score

Ashley Souza (CRD# 4878053) is an Investment Advisor Representative working at The Pacific Center For Financial Services in San Ramon, CA and has over 10 years of experience in the finance industry.

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