Partnervest Advisory Services LLC

Partnervest Advisory Services LLC (CRD# 113621) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $513,697,369 in 2,359 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    514
    MILLION
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $217,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA

Financial Advisors at Partnervest Advisory Services LLC
Showing 1 - 10 of 59 top financial advisors.
1
Rene L. Bruer
CRD#: 5354585
1809 Miccosukee Commons, Suite 114, Tallahassee, FL 32308
96
Wealthminder
score

Rene Bruer (CRD# 5354585) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Tallahassee, FL and has over 9 years of experience in the finance industry. Rene Bruer 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.

2
Allyn P. Deininger
CRD#: 1435847
1216 State Street, Ste 300, Santa Barbara, CA 93101
96
Wealthminder
score

Allyn Deininger (CRD# 1435847) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry. Allyn Deininger 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.

3
Joseph L. Gagnon
CRD#: 4857998
1216 State Street, Ste 300, Santa Barbara, CA 93101
96
Wealthminder
score

Joseph Gagnon (CRD# 4857998) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry. Joseph Gagnon 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.

4
James Hu
CRD#: 4601732
556 N. Diamond Bar Blvd, Ste 304-a, Diamond Bar, CA 91765
96
Wealthminder
score

James Hu (CRD# 4601732) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Diamond Bar, CA and has over 13 years of experience in the finance industry. James Hu 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.

5
Gary F. Strom
CRD#: 700947
1216 State Street, Ste 300, Santa Barbara, CA 93101
96
Wealthminder
score

Gary Strom (CRD# 700947) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry. Gary Strom 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.

6
Bryan D. Ward
CRD#: 4603919
1101 Dove Street, Ste 100, Newport Beach, CA 92660
96
Wealthminder
score

Bryan Ward (CRD# 4603919) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Newport Beach, CA and has over 13 years of experience in the finance industry. Bryan Ward 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.

7
Keythe E. Ward-Aguilar
CRD#: 2571048
1101 Dove Street, Suite 100, Newport Beach, CA 92660
96
Wealthminder
score

Keythe Ward-Aguilar (CRD# 2571048) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Newport Beach, CA and has over 20 years of experience in the finance industry. Keythe Ward-Aguilar 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.

8
Ronald D. Williamson
CRD#: 4502051
37 Front St., Binghamton, NY 13905
96
Wealthminder
score

Ronald Williamson (CRD# 4502051) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Binghamton, NY and has over 14 years of experience in the finance industry. Ronald Williamson 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.

9
David Young
CRD#: 1698458
1216 State Street, Ste 300, Santa Barbara, CA 93101
96
Wealthminder
score

David Young (CRD# 1698458) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.

10
Sheryl Berkowitz
CRD#: 3202717
1216 State Street, Ste 300, Santa Barbara, CA 93101
93
Wealthminder
score

Sheryl Berkowitz (CRD# 3202717) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 13 years of experience in the finance industry.

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