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).
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Total Assets Under Management1,515MILLION
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Total Number of Accounts1,927ACCOUNTS
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Average Account Value$786,227
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, ID, IL, LA, MA, MN, NC, NH, NY, OR, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.