Illuminate Financial (CRD# 281073) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $19,638,194 in 111 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts111ACCOUNTS
Average Account Value$176,921
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Garth Shinn (CRD# 4558874) is an Investment Advisor Representative working at Illuminate Financial in Santa Barbara, CA and has over 15 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.
Stacy Gary (CRD# 6599165) is an Investment Advisor Representative working at Illuminate Financial in San Marcos, CA and has over 3 years of experience in the finance industry.