Graham
Guess
Pacific Wealth Strategies Group, Inc
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About this Advisor
Graham Guess is a financial advisor who works out of Santa Barbara, California with a total of 14 years of industry experience. Guess is an advisor for Pacific Wealth Strategies Group, Inc. During their career, the advisor has held roles at First Allied Securities Group, Inc, Gsg Management Inc, Pacific Wealth Strategies Group, Inc, First Allied Advisory Services, Inc and First Allied Advisory Services. Guess maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Pacific Wealth Strategies Group, Inc is a financial advisory business operating out of Santa Barbara, CA. It has $131 million in assets among its 516 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 516 client accounts, 28% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually vary depending on the type of services provided. Fee types billed by Pacific Wealth Strategies Group, Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pacific Wealth Strategies Group, Inc Brokerage Details
$131,259,107
3
516
$254,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Graham Guess Work History
Graham has been registered as a financial advisor for 14 years.*
Pacific Wealth Strategies Group, Inc
Gsg Management Inc
First Allied Advisory Services
First Allied Advisory Services, Inc
First Allied Securities Group, Inc
*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 Graham Guess 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 Pacific Wealth Strategies Group, Inc
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
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