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Richard Toscano
from Pacific Capital Associates
Richard Toscano is a financial advisor based in California, San Diego,
with 19 years of experience. Richard currently works for
Pacific Capital Associates.
Richard 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
This advisor does not appear to be registered with Unbiased
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Richard Toscano works at Pacific Capital Associates
Pacific Capital Associates is a financial advisory firm based in San Diego, California. It currently has approximately $185,584,595 of assets under management and employs about 6 people. Pacific Capital Associates uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4747 Viewridge Ave, Suite 107, San Diego, California, 92123
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