Lance
Helfert
15 Equity
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About this Advisor
Lance Helfert is a financial advisor based in Santa Barbara, California, working with 15 Equity. Lance has previously held positions at West Coast Asset Management, Inc, Lucia Wealth Services, LLC, and 15 Equity, LLC. Lance has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lance is part of 15 Equity, which operates out of Santa Barbara, California. The firm has 3 employees and manages assets totaling $116.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at 15 Equity includes asset-based, hourly, and fixed fees.
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15 Equity Brokerage Details
$116,380,336
3
146
$797,126
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lance Helfert Work History
15 Equity, LLC
Lucia Wealth Services, LLC
West Coast Asset Management, Inc
Disclosures
Please visit the SEC profile of Lance Helfert 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 15 Equity
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
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