Ashley M Souza
Investment adviser representative at The Pacific Center for Financial Services
22 yearsExperience
1 stateRegistered in
$1.1BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- The Pacific Center for Financial ServicesApr 2013 to now
- Pacific Center Fincl ServAug 2004 to now
- Cetera Wealth Services, LLCJan 2013 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Pacific Center for Financial Services
$1.1BAssets managed
789Clients
5Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4878053
- Firm CRD
- 104557