Unclaimed Profile

Megan Kendall Van Den Bergh

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California

Series 65Clean record12 years registeredWEST COAST FINANCIAL, LLC

1525 STATE STREET, SANTA BARBARA, CA 93101CRD# 6302309Firm CRD# 104677

Profile Verification

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

Identity

Megan Kendall Van Den Bergh · SANTA BARBARA, CA

Registration

CRD #6302309 · WEST COAST FINANCIAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ALONGSIDE FINANCIAL PARTNERS

Aug 2025 – present

PAINTED PORCH ADVISORS LLC

Jan 2020 – Jun 2025

BEND, OR

WEST COAST FINANCIAL, LLC

May 2014 – Aug 2019

AVILA BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 1, 2014

Years registered · 12

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 Megan Kendall Van Den Bergh offer?

Megan Kendall Van Den Bergh specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Megan Kendall Van Den Bergh's credentials?

Megan Kendall Van Den Bergh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Megan Kendall Van Den Bergh located?

Megan Kendall Van Den Bergh 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 Megan Kendall Van Den Bergh charge for services?

Megan Kendall Van Den Bergh'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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