Randall
Francis
Pacific Capital
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About this Advisor
Randall Francis is a certified financial planner operating in Corona, California with a total of 3 years of relevant experience. Francis is currently employed by Pacific Capital. Over the course of their career, Francis has held roles at Lpl Financial, Brigham Young University, Church Of Jesus Christ Of Latter-Day Saints, Brigham Young University Ticket Office, Deloitte, Volleymetrics, Byu Marriott School, Lpl Financial LLC, Pacific Capital and Randall Francis, Sole Proprietor. Francis maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California and Utah. Pacific Capital is a financial advisory business that has its headquarters in Corona, CA. It has offices in two locations and a total of seven people on staff. It handles $525 million in total assets between its 556 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves four charitable organizations. Of its 556 accounts, 78% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which service is offered. Fees charged by Pacific Capital likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Capital Brokerage Details
$525,000,000
7
556
$944,245
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Randall Francis Work History
Randall has been registered as a financial advisor for 3 years.*
Pacific Capital
Randall Francis, Sole Proprietor
Lpl Financial
Lpl Financial LLC
Lpl Financial LLC
Byu Marriott School
Deloitte
Volleymetrics
Brigham Young University Ticket Office
Brigham Young University
Church Of Jesus Christ Of Latter-Day Saints
*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 Randall Francis 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
Riverside, CA
Corona, CA
Corona, CA
Corona, CA
Corona, CA
Layton, UT
Riverside, CA
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.
