Unclaimed Profile

Aaron David Ritter

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

Series 7Clean record15 years registeredWEST COAST FINANCIAL, LLC

1525 STATE STREET, SANTA BARBARA, CA 93101CRD# 5175154Firm CRD# 104677

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron David Ritter · SANTA BARBARA, CA

Registration

CRD #5175154 · WEST COAST FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ABUNDANT WEALTH PARTNERS, LLC

Dec 2021 – present

AVALAN, LLC

Sep 2017 – Dec 2021

SANTA BARBARA, CA

ABUNDANT WEALTH PARTNERS, LLC

Jul 2016 – Nov 2017

SANTA BARBARA, CA

WEST COAST FINANCIAL, LLC

Feb 2011 – Jun 2016

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · February 14, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST COAST FINANCIAL, LLC

CRD 104677 · SEC 801-19093

AUM

$1.9B

Regulatory assets under management

Employees

2,039 client accounts

Services offered by WEST COAST FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WEST COAST FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron David Ritter offer?

Aaron David Ritter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Aaron David Ritter's credentials?

Aaron David Ritter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron David Ritter located?

Aaron David Ritter is based in SANTA BARBARA, California, working with WEST COAST FINANCIAL, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Aaron David Ritter charge for services?

Aaron David Ritter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST COAST FINANCIAL, LLC?

WEST COAST FINANCIAL, LLC has approximately 41 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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