linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Clayton Weimer

West Coast Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Clayton Weimer

James Clayton Weimer is a financial advisor with West Coast Financial, LLC. James has been in the industry for over seven years. James has a Series 6 and SIE securities license, as well as the Series 65 license for investment advisor representatives. James specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. James is a CERTIFIED FINANCIAL PLANNER™ professional. James is currently registered with the state of California.

Firm Information

James Weimer is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Weimer’s Registration & Firm History

CA

04/25/2017 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

CA

07/21/2015 - 01/19/2016

CETERA ADVISOR NETWORKS LLC (SANTA BARBARA CA)

Not sure if James Clayton Weimer is right for you?

Licenses & Designations

IA

Issued 04/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Clayton Weimer.
Not sure if James Clayton Weimer is right for you?