Unclaimed Profile

Euegene David Yossem

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

Clean recordWEST COAST FINANCIAL, LLC

1435 ANACAPA STREET, SANTA BARBARA, CA 93101CRD# 4356326Firm CRD# 104677

Profile Verification

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

Identity

Euegene David Yossem · SANTA BARBARA, CA

Registration

CRD #4356326 · WEST COAST FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Euegene David Yossem is a registered financial advisor based in SANTA BARBARA, California, affiliated with WEST COAST FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEST COAST FINANCIAL, LLC

AUM

$1.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEST COAST FINANCIAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4356326

Firm CRD# 104677

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Euegene David Yossem offer?

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

What are Euegene David Yossem's credentials?

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

Where is Euegene David Yossem located?

Euegene David Yossem 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 Euegene David Yossem charge for services?

Euegene David Yossem'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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