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Financial ADVSR advisor directory · SEC adviser records

Pacific Wealth Strategies Group, Inc. financial advisors in Santa Barbara, CA

Every SEC-registered investment adviser representative at a Pacific Wealth Strategies Group, Inc. office in Santa Barbara, A to Z.

The short answer

3 registered advisors work at Pacific Wealth Strategies Group, Inc. in Santa Barbara, out of 3 at the firm nationwide; it ranks number 36 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Pacific Wealth Strategies Group, Inc. advisors in Santa Barbara, A to Z

Every Pacific Wealth Strategies Group, Inc. advisor →

Pacific Wealth Strategies Group, Inc. advisors in every city and state →Pacific Wealth Strategies Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 47Wells Fargo Clearing Services, LLC 38Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Cerity Partners LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Centaurus Financial, Inc. 11Avalan, LLC 10LPL Financial LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9

Questions

How many financial advisors does Pacific Wealth Strategies Group, Inc. have in Santa Barbara?

3 investment adviser representatives are registered at Pacific Wealth Strategies Group, Inc. offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Pacific Wealth Strategies Group, Inc. one of the largest advisor employers in Santa Barbara?

Pacific Wealth Strategies Group, Inc. ranks number 36 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 47.

How do I check a Pacific Wealth Strategies Group, Inc. advisor in Santa Barbara?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pacific Wealth Strategies Group, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.