Unclaimed Profile

David Charles Gore

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

Series 7, Series 24, Series 63Clean record15 years registeredWEST COAST FINANCIAL, LLC

1435 ANACAPA STREET, SANTA BARBARA, CA 93101CRD# 1457688Firm CRD# 104677

Profile Verification

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

Identity

David Charles Gore · SANTA BARBARA, CA

Registration

CRD #1457688 · WEST COAST FINANCIAL, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEST COAST FINANCIAL, LLC

WEST COAST FINANCIAL, LLC

Feb 2011 – Apr 2025

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · February 18, 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 David Charles Gore offer?

David Charles Gore specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are David Charles Gore's credentials?

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

Where is David Charles Gore located?

David Charles Gore is based in SANTA BARBARA, California, last registered with WEST COAST FINANCIAL, LLC.

How does David Charles Gore charge for services?

David Charles Gore'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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