Andrew
Paulsen
West Coast Financial, LLC
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About this Advisor
Andrew Paulsen is a financial advisor based in Santa Barbara, California, working with West Coast Financial, LLC. Andrew has previously held positions at the University Of San Diego and West Coast Financial, LLC. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Andrew is part of West Coast Financial, LLC, which operates out of Santa Barbara, California. The firm has 3 offices and 41 employees. The firm manages assets totaling $1.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at West Coast Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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West Coast Financial, LLC Brokerage Details
$1,899,274,328
41
2,039
$931,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Andrew Paulsen Work History
West Coast Financial, LLC
University Of San Diego
Disclosures
Please visit the SEC profile of Andrew Paulsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Coast Financial, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
San Diego, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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