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Brian Dennis Lloyd

PAINTED PORCH ADVISORS LLC·SANTA BARBARA, California
Series 65Clean record17 years registeredPAINTED PORCH ADVISORS LLC
115 S LA CUMBRE LANE, SANTA BARBARA, CA 93105CRD# 2917103Firm CRD# 304375

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Dennis Lloyd · SANTA BARBARA, CA
Registration
CRD #2917103 · PAINTED PORCH ADVISORS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

PAINTED PORCH ADVISORS LLC
Jan 2020 – present
WEST COAST FINANCIAL, LLC
Jan 2009 – Jun 2019
SANTA BARBARA, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAINTED PORCH ADVISORS LLC
CRD 304375 · SEC 801-122861
AUM
$372M
Regulatory assets under management
Employees
15
605 client accounts
Services offered by PAINTED PORCH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PAINTED PORCH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Brian Dennis Lloyd offer?
Brian Dennis Lloyd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Brian Dennis Lloyd's credentials?
Brian Dennis Lloyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Dennis Lloyd located?
Brian Dennis Lloyd is based in SANTA BARBARA, California, working with PAINTED PORCH ADVISORS LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Brian Dennis Lloyd charge for services?
Brian Dennis Lloyd'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 PAINTED PORCH ADVISORS LLC?
PAINTED PORCH ADVISORS LLC has approximately 15 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PAINTED PORCH ADVISORS LLC

Kurt Richard Schliemann
SANTA BARBARA, CA

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Research
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