Westshore Wealth
Westshore Wealth (CRD# 283843) is a financial advisory firm headquartered in Newport Beach, CA. They manage $473,758,053 in 692 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management474MILLION
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Total Number of Accounts692ACCOUNTS
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Average Account Value$684,621
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, LA, NH, TX
Ryan Brizendine (CRD# 5397604) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 16 years of experience in the finance industry.
Trevor Bryant (CRD# 5240858) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 17 years of experience in the finance industry.
Lance Jamerson (CRD# 4264435) is an Investment Advisor Representative working at Westshore Wealth in Dallas, TX and has over 23 years of experience in the finance industry.
Ryan McGuire (CRD# 5435181) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 16 years of experience in the finance industry.
Ryan Ornellas (CRD# 4583520) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 21 years of experience in the finance industry.
Rob Sigler (CRD# 2364256) is an Investment Advisor Representative working at Westshore Wealth in Newport Beach, CA and has over 30 years of experience in the finance industry.