Peter Van De Zilver (CRD# 6054713) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.
CRD# 6377908
Montecito Investment Strategies
Score
100
CRD# 1987375
Haven Capital Group
Score
103
CRD# 2417829
Independent Financial Partners
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Partnervest Advisory Services, LLC | Santa Barbara, CA | Oct 2015 - Current | 1 |
| Anfield Capital Management, LLC | Newport Beach, CA | Apr 2012 - Current | 5 |
| Ostwind Pacific | Newport Beach, CA | Oct 2010 - Current | 6 |
| Home Source Mortgage, Inc. | Tustin, CA | Oct 2010 - Current | 6 |
| Pimco | Newport Beach, CA | Nov 1992 - Sep 2010 | 17 |
- CA
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Total Assets Under Management514MILLIONS
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Total Number of Accounts2,359ACCOUNTS
-
Average Account Value$217,761
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA
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