Unclaimed Profile

Joseph Eugene Ferreira

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

Series 6, Series 63, Series 65Clean record15 years registeredWEST COAST FINANCIAL, LLC

1435 ANACAPA STREET, SANTA BARBARA, CA 93101CRD# 5565225Firm CRD# 104677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Eugene Ferreira · SANTA BARBARA, CA

Registration

CRD #5565225 · WEST COAST FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Apr 2025 – present

WEST COAST FINANCIAL, LLC

Mar 2011 – Apr 2025

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 21, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST COAST FINANCIAL, LLC

CRD 104677 · SEC 801-19093

AUM

$1.9B

Regulatory assets under management

Employees

2,039 client accounts

Services offered by WEST COAST FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WEST COAST FINANCIAL, LLC →

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joseph Eugene Ferreira offer?

Joseph Eugene Ferreira specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Joseph Eugene Ferreira's credentials?

Joseph Eugene Ferreira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Eugene Ferreira located?

Joseph Eugene Ferreira is based in SANTA BARBARA, California, working with WEST COAST FINANCIAL, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Joseph Eugene Ferreira charge for services?

Joseph Eugene Ferreira's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST COAST FINANCIAL, LLC?

WEST COAST FINANCIAL, LLC has approximately 41 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →