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
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.
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.
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.
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.
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.