Welcome, valued client

For your accounts with Pacific Wealth Management, LLC / Pershing Advisor Solutions (accounts beginning with QGD or PAC), click here for secure access to your accounts.

For your accounts with Pacific Wealth Management, LLC / Girard Securities, Inc. (accounts beginning with 6QV), click here for secure access to your accounts.

Our goal is to provide exceptional client service and we invite you to contact us any time you have a question or concern raised from something read, seen or heard in the media or an acquaintance. As your financial advocate, we look forward to serving you.

questions? ask usOur Affiliations

Securities and Investment Advice are offered through Girard Securities, Inc., a Registered Broker/Dealer, Registered Investment Advisor and Member of FINRA/SIPC. Located in San Diego, CA, Girard Securities, Inc., is an independent broker dealer built upon integrity, commitment, independence and the capability to deliver superior service and security.
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Pershing, LLC works behind the scenes in support of your investment success. Since 1939, Pershing has been providing comprehensive brokerage execution, clearance, data processing, and world-class financial products and services to introducing broker-dealers worldwide.

Financial Strength—December 31, 2016
Pershing’s core financial strength provides the foremost measure of the protection of global client assets. Our parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals. Pershing’s financial strength does not protect against loss due to market fluctuation.

Pershing
Approximately $1.5 trillion in global client assets (Pershing LLC and global affiliates)
Net capital of approximately $2 billion—well above the minimum requirement

BNY Mellon
$29.9 trillion in assets under custody and/or administration
$1.6 trillion in assets under management

Evaluation and Segregation of Assets
As required, Pershing segregates clients’ fully paid-for assets from our own to ensure the return of client assets in the unlikely event of the financial failure of Pershing.

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For up-to-date information and to learn more visit www.pershing.com/about/strength-and-stability

Excess Account Protection

Pershing is a member of the Securities Investor Protection Corporation, (SIPC). Working on behalf of your financial organization, Pershing provides coverage in excess of SIPC limits for the net equity of your securities positions and cash in your account. The SIPC provides $500,000 of net equity protection, including $250,000 for claims for cash awaiting reinvestment (SIPC protection). Pershing provides the additional protection (Excess SIPC) on terms similar to SIPC for account net equity excess of $500,000 through a commercial insurer. Visit SIPC for more information.

Account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.

Pershing: Understanding the Protection of Assets

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One Pershing Plaza
Jersey City, New Jersey 07399

Pershing LLC, member FINRA, SIPC is a subsidiary of The Bank of New York Mellon Corp. Trademark(s) belong to their respective owners.