Partnervest Advisory Services LLC

Partnervest Advisory Services LLC (CRD# 113621) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $523,066,494 in 2,176 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    523
    MILLION
  • Total Number of Accounts
    2,176
    ACCOUNTS
  • Average Account Value
    $240,380
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.

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

Financial Advisors at Partnervest Advisory Services LLC
Showing 1 - 10 of 54 top financial advisors.
1
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 32 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.

2
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 13 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.

3
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 15 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.

4
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 21 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.

5
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 16 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.

6
David N. 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 24 years of experience in the finance industry.

7
Lizbeth D. Berg
CRD#: 1035521
Lancaster, CA
93
Wealthminder
score

Lizbeth Berg (CRD# 1035521) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Lancaster, CA and has over 35 years of experience in the finance industry.

8
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 14 years of experience in the finance industry.

9
Lorraine G. Bishop
CRD#: 4307527
Pasadena, CA
93
Wealthminder
score

Lorraine Bishop (CRD# 4307527) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Pasadena, CA and has over 17 years of experience in the finance industry.

10
Randall A. Bishop
CRD#: 828717
Pasadena, CA
93
Wealthminder
score

Randall Bishop (CRD# 828717) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Pasadena, CA and has over 12 years of experience in the finance industry.

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