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WEST COAST FINANCIAL, LLC
WEST COAST FINANCIAL, LLC
SANTA BARBARA, California
·
9 registered advisors
·
CRD# 104677
SEC# 801-19093
3
805-962-9131
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
41
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WEST COAST FINANCIAL, LLC
9 registered advisors
Aaron David Ritter
SANTA BARBARA, California
CRD# 5175154
Clayton Thomas Murdy
SANTA BARBARA, California
CRD# 4489494
David Charles Gore
SANTA BARBARA, California
CRD# 1457688
Euegene David Yossem
SANTA BARBARA, California
CRD# 4356326
Jennifer Elaine Shinn
SANTA BARBARA, California
CRD# 6381886
Joseph Eugene Ferreira
SANTA BARBARA, California
CRD# 5565225
Kristen Elizabeth Koch
SANTA BARBARA, California
CRD# 4535056
Megan Kendall Van Den Bergh
SANTA BARBARA, California
CRD# 6302309
Steven A Weintraub
SANTA BARBARA, California
CRD# 1157865
05
Office Locations
SANTA BARBARA, California
9 advisors
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Data sourced from SEC Form ADV filings. WEST COAST FINANCIAL, LLC (CRD# 104677) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.