Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Lance is a financial advisor registered in California with West Coast Financial, LLC. Alec specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Alec also has a designation as a Chartered Financial Analyst. West Coast Financial, LLC, was founded in 2018 and is a registered investment advisor headquartered in Santa Barbara, CA. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
07/13/2018 - Present
West Coast Financial, LLC (AVILA BEACH CA)
Active
Inactive
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