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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Simmons is an Investment Advisor Representative at West Coast Financial, LLC. Aaron has been in the financial industry since 2014, and holds the Series 65 and SIE licenses. Aaron specializes in working with high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, and pooled investment vehicles. Aaron is located in Santa Barbara, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/28/2024 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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