Best Investors Account Sign in
Inactive

Justin Moore Wallace

Phocas Financial Corporation

Santa Monica, CA

Alameda, CA

CRD 4825002

Claim This Profile
Employer firm

Phocas Financial Corporation CRD 135470

$683M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Phocas Financial Corporation

1080 Marina Village Parkway Suite 520, Alameda, CA 94501-1001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-05

Branch Locations

Santa Monica, CA • United States

1080 Marina Village Parkway Suite 520, Alameda, CA 94501-1001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phocas Financial Corp Alameda CA 01/2013 Present
  • 01/2013 → Present
    Phocas Financial Corp
    Alameda, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

More in Santa Monica, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor