Dennis
Johnson
West Coast Financial, LLC
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About this Advisor
Dennis Johnson is a chartered financial analyst who works out of Santa Barbara, California with a total of 1 year of industry experience. Johnson is on the advisory team at West Coast Financial, LLC. Johnson has gained experience at Comerica Bank, Tiaa, Public Investment Fund and West Coast Financial, LLC. Johnson holds a Series 63 license, certifying them as a securities representative, and is approved to work in California. West Coast Financial, LLC is a company that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in three locations and a total of 39 advisors. It controls $2 billion in assets between its 1,927 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 1,927 accounts, 48% belong to high-net-worth clients who have more than $1 million in investable assets. The business offers a number of services, such as 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. A financial advisor's fee schedules vary depending on which service is offered. However, fees charged by West Coast Financial, LLC may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Coast Financial, LLC Brokerage Details
$1,515,060,044
39
1,927
$786,227
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
Dennis Johnson Work History
Dennis has been registered as a financial advisor for 1 years.*
West Coast Financial, LLC
Public Investment Fund
Tiaa
Comerica Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Johnson 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
Santa Barbara, CA
Santa Barbara, CA
Avila Beach, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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