Joshua Coniglio

from Pacific Capital
SEC regulated
Regulated Investment Advisor
Joshua Coniglio is a financial advisor based in California, Corona, with 15 years of experience. Joshua currently works for Pacific Capital. Joshua maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joshua Coniglio works at Pacific Capital
Pacific Capital is a financial advisory firm based in Corona, California. It currently has approximately $508,842,818 of assets under management and employs about 7 people. Pacific Capital uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
1881 California Avenue, Suite 101, Corona, California, 92881

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