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 15 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 11 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.