Investment Securities in Summerland, CA
1. Baird
313 San Ysidro Rd, Santa Barbara, CA, 93108
2. Beacon Pointe Wealth Advisors
1165 Coast Village Rd, Montecito, CA, 93108
From Business: Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals…
4. Barney Smith
1111 Coast Village Rd, Santa Barbara, CA, 93108
5. Edward Jones
1230 Coast Village Cir Ste A, Santa Barbara, CA, 93108
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
7. Ameriprise Financial
1470 E Valley Rd, Santa Barbara, CA, 93108
8. Morgan Stanley Wealth Management
1111 Coast Village Rd, Santa Barbara, CA, 93108
9. Thorn Robertson-Morgan Stanley
1111 Coast Village Rd, Montecito, CA, 93108
10. Burford, Jerrad
1111 Coast Village Rd, Montecito, CA, 93108
11. Burmester, Michelle-Marie J
1111 Coast Village Rd, Montecito, CA, 93108
12. Hallman, James
1111 Coast Village Rd, Montecito, CA, 93108
13. Montgomery, Michael
1111 Coast Village Rd, Montecito, CA, 93108
14. LPL Financial
4155 Venice Ln, Carpinteria, CA, 93013
15. Timpe Wealth Management Group - Stifel
206 E Anapamu St, Santa Barbara, CA, 93101
From Business: At Stifel, Timpe Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. their affiliation with…
16. Tremblay Financial Services
3902 State St Ste 101, Santa Barbara, CA, 93105
From Business: Tremblay Financial Services is an independent investment firm located in Santa Barbara, CA, owned by Timothy Tremblay. Tim has been a long-time member of the Santa Barbara…
17. Ubs
222 E Carrillo St Ste 106, Santa Barbara, CA, 93101
18. Management Wealth
1014 Santa Barbara St, Santa Barbara, CA, 93101
19. Scottrade - Online Trading & Stock
1101 Anacapa St Ste 150, Santa Barbara, CA, 93101
21. Przekop, Fred, CFA
1014 Santa Barbara St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
22. Kathleen Kalp
1200 State St 2nd Fl, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
23. Andrea Borgioli
1200 State St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
24. Vito Gioiello
1200 State St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
25. Jon S. Bull
1200 State St, Santa Barbara, CA, 93101
From Business: At First Republic, we understand that every client is unique. Customizing solutions with a firm commitment to responsiveness and action, our goal is to deliver exceptional…
26. IGF Partners, LLC
1123 Chapala St Ste 200, Santa Barbara, CA, 93101
From Business: F Partners invests in Triple Net Leased (NNN) commercial real estate which provides strong intrinsic value, dependable monthly income and limited risk to our investors.…
27. D.A. Davidson
111 W Micheltorena St Ste 200, Santa Barbara, CA, 93101
From Business: Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus…
28. Fidelity Investments
3793 State St, Santa Barbara, CA, 93105
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
29. Predictive Financial Services
222 E Carrillo St, Santa Barbara, CA, 93101
30. UBS Financial Service
222 E Carrillo St, Santa Barbara, CA, 93101
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