Partnervest Advisory Services LLC
Partnervest Advisory Services LLC (CRD# 113621) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $135,225 in 8 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$16,903
Compensation Options
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MN
Financial Advisors at Partnervest Advisory Services LLC
No Advisor Found.
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