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CF

Chad M. Franck

THE PACIFIC CENTER FOR FINANCIAL SERVICES
DANVILLE, CA 94526
Some features on this profile are disabled
CRD#: 4458979
CF
Chad Michael FranckTHE PACIFIC CENTER FOR FINANCIAL SERVICES

Professional summary

Chad Michael Franck is a registered financial advisor currently at THE PACIFIC CENTER FOR FINANCIAL SERVICES located in Danville, California.

Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Chad has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Franck's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 15, 2006 - Present

THE PACIFIC CENTER FOR FINANCIAL SERVICES

Office #1: 156 Diablo Road Suite 320, Danville, CA 94526
RIA
CRD#: 104557
DANVILLE, CA
Past

November 7, 2001 - April 6, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN RAMON, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
THE PACIFIC CENTER FOR FINANCIAL SERVICES
PACIFIC CENTER FOR FINANCIAL SERVICES | THE PACIFIC CENTER FOR FINANCIAL SERVICES

CRD#: 104557 / SEC#: 801-55119

RIA
Registered Investment Advisory firm - (12/16/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/15/2006)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/7/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/6/2001
General Securities Representative Examination

Current Firm

TP
THE PACIFIC CENTER FOR FINANCIAL SERVICES
PACIFIC CENTER FOR FINANCIAL SERVICES | THE PACIFIC CENTER FOR FINANCIAL SERVICES

CRD#: 104557 / SEC#: 801-55119

RIA
Registered Investment Advisory firm - (12/16/1997 Approved)
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Contact information

Main Address
2000 Crow Canyon Place Suite 430, San Ramon, CA 94583
Mailing Address
2000 Crow Canyon Place Suite 430, San Ramon, CA 94583
Phone number
(925) 838-7700
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCFS BROCHURE ADV PART 2 (9/29/2025)

Regulatory assets under management

Total Number of Accounts1,672
AUM (Assets Under Management)$ 960,563,329

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE PACIFIC CENTER FOR FINANCIAL SERVICES

CRD#: 104557Danville, CA 94526

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