Garth Shinn, financial advisor Santa Barbara CA
96 score

Garth Shinn

CRD Number: 4558874
Current Firm: Illuminate Financial

Garth Shinn (CRD# 4558874) is an Investment Advisor Representative working at Illuminate Financial in Santa Barbara, CA and has over 14 years of experience in the finance industry. Garth Shinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Dave Strandberg, financial advisor Santa Barbara CA
Dave W. Strandberg
CRD# 6377908
Montecito Investment Strategies
Score
100
Similar Advisors
KRISTIN WYMAN HORTON, financial advisor Santa Barbara CA
KRISTIN WYMAN HORTON
CRD# 1987375
Haven Capital Group
Score
103
Similar Advisors
Janet Barr, financial advisor Santa Barbara CA
Janet L. Barr
CRD# 2417829
Independent Financial Partners
Score
101
Professional Designations
Company Name Location Dates Years
Illuminate Financial Santa Barbara, CA Jul 2015 - Current 1
Mercer Global Advisors Inc. Santa Barbara, CA Jun 2008 - Jul 2015 7
Mercer Advisors Santa Barbara, CA Dec 2001 - Jun 2008 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Garth D. Shinn
Phone Number: 805-357-9290
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $188,196
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from Garth Shinn and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.