David Gore, financial advisor Santa Barbara CA
96 score

David Gore

CRD Number: 1457688
Current Firm: West Coast Financial, LLC

David Gore (CRD# 1457688) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
West Coast Financial, LLC Santa Barbara, CA Jan 2011 - Current 5
David C Gore, Cfa Santa Barbara, CA Jun 1985 - Dec 2010 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Contact Info for David C. Gore
Phone Number: 805-962-9131
Firm Website: http://www.wcfinc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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