West Coast Financial, LLC

West Coast Financial, LLC (CRD# 104677) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $606,284,586 in 750 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $808,379
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
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, KY, MN, NY, OR, TX, WA

Financial Advisors at West Coast Financial, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Joseph E. Ferreira
CRD#: 5565225
1525 State Street, Suite 104, Santa Barbara, CA 93101
96
Wealthminder
score

Joseph Ferreira (CRD# 5565225) 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. 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.

2
David C. Gore
CRD#: 1457688
1525 State Street, Suite 104, Santa Barbara, CA 93101
96
Wealthminder
score

David Gore (CRD# 1457688) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 29 years of experience in the finance industry.

3
Kristen E. Koch
CRD#: 4535056
1525 State Street, Suite 104, Santa Barbara, CA 93101
96
Wealthminder
score

Kristen Koch (CRD# 4535056) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 14 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.

4
Steven A. Weintraub
CRD#: 1157865
1525 State Street, Suite 104, Santa Barbara, CA 93101
96
Wealthminder
score

Steven Weintraub (CRD# 1157865) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry. Steven Weintraub 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
Brian D. Lloyd
CRD#: 2917103
1525 State Street, Suite 104, Santa Barbara, CA 93101
93
Wealthminder
score

Brian Lloyd (CRD# 2917103) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

6
Clayton T. Murdy
CRD#: 4489494
1525 State Street, Suite 104, Santa Barbara, CA 93101
93
Wealthminder
score

Clayton Murdy (CRD# 4489494) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 14 years of experience in the finance industry.

7
Lisa A. Neff
CRD#: 4251021
1525 State Street, Suite 104, Santa Barbara, CA 93101
93
Wealthminder
score

Lisa Neff (CRD# 4251021) 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.

8
Patrick D. Corrigan
CRD#: 6099242
1525 State Street, Suite 104, Santa Barbara, CA 93101
92
Wealthminder
score

Patrick Corrigan (CRD# 6099242) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 3 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.

9
Jackson P. Rabuck
CRD#: 6254984
1525 State Street, Suite 104, Santa Barbara, CA 93101
92
Wealthminder
score

Jackson Rabuck (CRD# 6254984) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 2 years of experience in the finance industry. Jackson Rabuck 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.

10
Jeremy M. Runnels
CRD#: 6254923
1525 State Street, Suite 104, Santa Barbara, CA 93101
92
Wealthminder
score

Jeremy Runnels (CRD# 6254923) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 2 years of experience in the finance industry. Jeremy Runnels 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.

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