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Painted Porch Advisors LLC financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Painted Porch Advisors LLC office in Santa Barbara, A to Z.
The short answer
10 registered advisors work at Painted Porch Advisors LLC in Santa Barbara, out of 13 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Painted Porch Advisors LLC advisors in Santa Barbara, A to Z
Every Painted Porch Advisors LLC advisor →- Gregg D. HackethalInvestment adviser rep
- Timothy R. LindvallChartered Financial Analyst
- Brian D. LloydInvestment adviser rep
- Grace C. McClellanCertified Financial Planner
- Katharine L. NewellCertified Financial Planner
- Zachary J. PhilippCertified Financial Planner
- Kurt R. SchliemannInvestment adviser rep
- Craig A. SchmittInvestment adviser rep
- Nicholas S. ThanaetInvestment adviser rep
- Eric D. ToubinChartered Financial Analyst
Painted Porch Advisors LLC advisors in every city and state →Painted Porch Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Painted Porch Advisors LLC advisors in other cities
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 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9
Questions
How many financial advisors does Painted Porch Advisors LLC have in Santa Barbara?
10 investment adviser representatives are registered at Painted Porch Advisors LLC offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Painted Porch Advisors LLC one of the largest advisor employers in Santa Barbara?
Painted Porch Advisors LLC ranks number 11 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 47.
How do I check a Painted Porch Advisors LLC 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 Painted Porch Advisors LLC 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.