West Coast Financial, LLC

West Coast Financial, LLC (CRD# 104677) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,515,060,044 in 1,927 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,515
    MILLION
  • Total Number of Accounts
    1,927
    ACCOUNTS
  • Average Account Value
    $786,227
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, LA, MA, MN, NC, NH, NY, OR, TX, WA

Financial Advisors at West Coast Financial, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Steven L. Colton
CRD#: 1316975
1435 Anacapa Street, Santa Barbara, CA 93101

Steven Colton (CRD# 1316975) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 39 years of experience in the finance industry.

2
Patrick D. Corrigan
CRD#: 6099242
1435 Anacapa Street, Santa Barbara, CA 93101

Patrick Corrigan (CRD# 6099242) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry. Patrick Corrigan 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
Sara R. Feder
CRD#: 6780080
1435 Anacapa Street, Santa Barbara, CA 93101

Sara Feder (CRD# 6780080) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 6 years of experience in the finance industry. Sara Feder 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
Joseph E. Ferreira
CRD#: 5565225
1435 Anacapa Street, Santa Barbara, CA 93101

Joseph Ferreira (CRD# 5565225) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry. Joseph Ferreira 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
David C. Gore
CRD#: 1457688
1435 Anacapa Street, Santa Barbara, CA 93101

David Gore (CRD# 1457688) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 36 years of experience in the finance industry.

6
Kristen E. Koch
CRD#: 4535056
1435 Anacapa Street, Santa Barbara, CA 93101

Kristen Koch (CRD# 4535056) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry. Kristen Koch 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
Alec N. Lance
CRD#: 5351567
6621 Bay Laurel Place, Avila Beach, CA 93424

Alec Lance (CRD# 5351567) is an Investment Advisor Representative working at West Coast Financial, LLC in Avila Beach, CA and has 1 year of experience in the finance industry.

8
Jessica K. Layman
CRD#: 6298900
1435 Anacapa Street, Santa Barbara, CA 93101

Jessica Layman (CRD# 6298900) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 9 years of experience in the finance industry.

9
Samuel S. Marshall
CRD#: 6866260
1435 Anacapa Street, Santa Barbara, CA 93101

Samuel Marshall (CRD# 6866260) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.

10
Clayton T. Murdy
CRD#: 4489494
1435 Anacapa Street, Santa Barbara, CA 93101

Clayton Murdy (CRD# 4489494) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.

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