Patrick
Corrigan
West Coast Financial, LLC
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About this Advisor
Patrick Corrigan is a certified financial planner operating in Santa Barbara, California, with a total of 10 years of industry experience. Corrigan is an employee of West Coast Financial, LLC. Their career trajectory has included roles at West Coast Financial, LLC. Corrigan maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in California. West Coast Financial, LLC is a firm operating out of Santa Barbara, CA. The firm has offices in three locations and a total of 39 advisors. It oversees $2 billion in assets between its 1,927 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 1,927 accounts, 48% are associated with high-net-worth investors who have greater than $1 million in assets. The business performs a broad range 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 charged by financial advisors depend on which service is offered. Fees billed by West Coast Financial, LLC most likely include some 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
Patrick Corrigan Work History
Patrick has been registered as a financial advisor for 10 years.*
West Coast Financial, LLC
West Coast Financial, LLC
West Coast Financial, LLC
*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 Patrick Corrigan 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
