Pacific Wealth Strategies Group, Inc.

Pacific Wealth Strategies Group, Inc. (CRD# 144789) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $177,127,291 in 539 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4141 State Street, Suite B11, Santa Barbara, CA 93110
http://pwsg.org
By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $328,622
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pacific Wealth Strategies Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffery Brookshire, financial advisor Santa Barbara CA
Jeffery D. Brookshire
CRD#: 2964215
4141 State Street, Suite B11, Santa Barbara, CA 93110

Jeffery Brookshire (CRD# 2964215) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 26 years of experience in the finance industry.

2
Graham Guess, financial advisor Santa Barbara CA
Graham S. Guess
CRD#: 2803700
4141 State Street, Suite B11, Santa Barbara, CA 93110

Graham Guess (CRD# 2803700) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 22 years of experience in the finance industry.

3
Erin Neil, financial advisor Santa Barbara CA
Erin J. Neil
CRD#: 2732161
4141 State Street, Suite B11, Santa Barbara, CA 93110

Erin Neil (CRD# 2732161) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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