Chad
Willardson

Pacific Capital

CRD#4670940
Investment Advisor
in Corona, CA

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About this Advisor

Chad Willardson is a financial advisor who works out of Corona, California who has 12 years of relevant experience. Willardson is on the advisory team at Pacific Capital. Over the course of their career, Willardson has held roles at Pacific Capital, Purshe Kaplan Sterling Investments and Gradient Securities, LLC. Willardson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Texas and Utah. Pacific Capital is an advisory company operating out of Corona, CA. The firm has offices in two locations and a total of seven advisors. It administers $525 million in assets between its 556 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 556 accounts, 78% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pacific Capital provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Pacific Capital likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1881 California Avenue Suite 101
Corona, CA 92881

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Pacific Capital Brokerage Details

Total Assets Under Management

$525,000,000

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

556

CA Average: 3,727
Average Account Size

$944,245

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Chad Willardson Work History

Chad has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Pacific Capital

2014 - 2020 (6 years)

Gradient Securities, LLC

2012 - 2014 (2 years)

Purshe Kaplan Sterling Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Willardson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pacific Capital

Blake Wilkinson
Corona, CA
Robert Schunk
Riverside, CA
Randall Francis
Corona, CA
Chad Willardson
Corona, CA
David Tietjen
Layton, UT
Joshua Coniglio
Corona, CA
Elizabeth Jergensen
Riverside, CA
Joshua Giles
Corona, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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