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John Michael Harline

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California
SIE, Series 6, Series 26, Series 63Clean recordPARTNERVEST ADVISORY SERVICES LLC
360 S. HOPE AVENUE, SANTA BARBARA, CA 93105CRD# 2387380Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Harline · SANTA BARBARA, CA
Registration
CRD #2387380 · PARTNERVEST ADVISORY SERVICES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PARTNERVEST ADVISORY SERVICES LLC
CRD 113621 · SEC 801-62795
AUM
$135K
Regulatory assets under management
Employees
4
8 client accounts
Services offered by PARTNERVEST ADVISORY SERVICES LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PARTNERVEST ADVISORY SERVICES LLC →
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04

Frequently Asked Questions

What services does John Michael Harline offer?
John Michael Harline specializes in Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are John Michael Harline's credentials?
John Michael Harline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Harline located?
John Michael Harline is based in SANTA BARBARA, California, working with PARTNERVEST ADVISORY SERVICES LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does John Michael Harline charge for services?
John Michael Harline's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERVEST ADVISORY SERVICES LLC?
PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARTNERVEST ADVISORY SERVICES LLC

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Rebecca Merlynn Valdez
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Angie Chen Owens
SANTA BARBARA, CA
Paula Marie Rezza
SANTA BARBARA, CA
Christine Catherine Mahota
SANTA BARBARA, CA
Mahtab R Khan
SANTA BARBARA, CA

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Research
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