Joshua
Giles
Pacific Capital
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About this Advisor
Joshua Giles is a financial advisor based in Corona, California, working with Pacific Capital. Joshua has previously held positions at Pacific Capital and Cnusd. Joshua is registered to provide services in California. Currently, Joshua is part of Pacific Capital, which operates out of Corona, California. The firm has 2 offices and 6 employees. The firm manages assets totaling $525.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Pacific Capital includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Pacific Capital Brokerage Details
$525,874,855
6
601
$875,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joshua Giles Work History
Pacific Capital
Cnusd
Disclosures
Please visit the SEC profile of Joshua Giles 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
Corona, CA
Layton, UT
Riverside, CA
Corona, CA
Corona, CA
Riverside, CA
Corona, CA
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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.
