West Coast Financial, LLC
West Coast Financial, LLC (CRD# 104677) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,899,274,328 in 2,039 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,899MILLION
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Total Number of Accounts2,039ACCOUNTS
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Average Account Value$931,473
- 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, NV, NY, OR, TX, WA
Lisa Neff (CRD# 4251021) 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.
Jackson Rabuck (CRD# 6254984) is an Investment Advisor Representative working at West Coast Financial, LLC in Sonoma, CA and has over 10 years of experience in the finance industry.
Alissa Rennacker (CRD# 6911529) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Jeremy Runnels (CRD# 6254923) 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.
Jennifer Shinn (CRD# 6381886) is an Investment Advisor Representative working at West Coast Financial, LLC in Portland, OR and has over 9 years of experience in the finance industry.
James Weimer (CRD# 6371194) 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.
Steven Weintraub (CRD# 1157865) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Jonathan Bartfeld (CRD# 6494958) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.
Dalton Dixon (CRD# 7083480) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 4 years of experience in the finance industry.
Jeffrey Houghtby (CRD# 7700361) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.