Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $16,903
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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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