Joao
Guimaraes
West Coast Financial, LLC
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About this Advisor
Joao Guimaraes is a financial advisor operating out of Santa Barbara, California who has 2 years of relevant experience. Guimaraes currently works for West Coast Financial, LLC. Their career trajectory has included roles at Charles Rivier Capital, University Of California - Los Angeles, Hellmann Worldwide Logistics, Eagle Rock Capital, West Coast Financial, LLC and The British School Of Rio De Janeiro. Guimaraes maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California. West Coast Financial, LLC is a registered investment company headquartered in Santa Barbara, CA. The firm has offices in three locations and a total of 39 employees. It administers $2 billion in assets under management among its 1,927 client accounts, placing it among the largest firms in the nation by assets under management. Of its 1,927 customer accounts, 48% are held by high-net-worth investors who have greater than $1 million in investable assets. West Coast Financial, LLC provides a wide set 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. Fees for financial management largely depend on which services the firm provides the client. However, fee types charged by West Coast Financial, LLC can be comprised of any blend 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
Joao Guimaraes Work History
Joao has been registered as a financial advisor for 2 years.*
West Coast Financial, LLC
Eagle Rock Capital
Hellmann Worldwide Logistics
Charles Rivier Capital
University Of California - Los Angeles
The British School Of Rio De Janeiro
*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 Joao Guimaraes 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
Avila Beach, CA
Santa Barbara, CA
Santa Barbara, 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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