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Joseph Eugene Ferreira

West Coast Financial, LLC

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About Joseph Eugene Ferreira

Joseph Ferreira is an Investment Advisor Representative with West Coast Financial, LLC, and has been in the industry since 2008. Joseph is registered with the state of California. Joseph holds a Series 6 and Series 63 license and has passed the Uniform Investment Adviser Law Examination. Joseph has worked with clients such as high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Joseph is located in SANTA BARBARA, CA, and provides financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. West Coast Financial, LLC also provides pension consulting services.

Firm Information

Joseph Ferreira is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Ferreira’s Registration & Firm History

CA

03/21/2011 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

CA

10/31/2008 - 08/28/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 03/18/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Eugene Ferreira.
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