Megan Van Den Bergh, financial advisor Santa Barbara CA
89 score

Megan Van Den Bergh

CRD Number: 6302309
Current Firm: West Coast Financial, LLC

Megan Van Den Bergh (CRD# 6302309) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
West Coast Financial, LLC Santa Barbara, CA Nov 2010 - Current 5
Nutmeg Press Goleta, CA Jul 2008 - Dec 2011 3
Kelly Oshiro Design Santa Barbara, CA Oct 2008 - Apr 2011 2
University Of California, Santa Barbara Santa Barbara, CA Sep 2006 - Jun 2010 3
Aaron Brothers Art & Framing Temecula, CA Jul 2004 - Sep 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Megan K. Van Den Bergh
Phone Number: 805-962-9131
Firm Website:
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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