15 Equity
15 Equity (CRD# 310628) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $116,380,336 in 146 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management116MILLION
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Total Number of Accounts146ACCOUNTS
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Average Account Value$797,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, LA, TX
Lance Helfert (CRD# 2692919) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Ryan Lowe (CRD# 4766979) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Christopher Mendoza (CRD# 5213966) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Carey Pott (CRD# 5582424) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Kevin Walda (CRD# 5836586) is an Investment Advisor Representative working at 15 Equity in Santa Barbara, CA and has over 14 years of experience in the finance industry.