For your accounts with Pacific Wealth Management, LLC / Pershing Advisor Solutions, click here for secure access to your accounts.
For your accounts with Pacific Wealth Management, LLC / Girard Securities, Inc., 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.
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.
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.
Pershing is the industry’s largest global business solutions provider, with more customers who clear with them than with any other firm. They offer unequaled experience built over seven decades of serving financial organizations of every size and business model. Pershing has over $831.3 billion* in assets held in custody. Its parent company, The Bank of New York Mellon Corp., has $24.4 trillion in assets under custody and administration.
*As of Sept. 30, 2010.
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.
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.