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Partnervest Financial Group, Llc

Partnervest Financial Group, Llc

Insurance, 360 S Hope Ave, Santa Barbara, California, 93105, United States, 11-50 Employees

partnervest.com

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phone no Phone Number: +18*********

Who is PARTNERVEST FINANCIAL GROUP, LLC

Partnervest Advisory Services, LLC | 129 followers on LinkedIn. THE POWER OF PARTNERSHIP - SYNERGIZED IN VISION, STRENGTH AND PURPOSE | Our mission has always been to serve our clients at...

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  • 360 S Hope Ave, Santa Barbara, California, 93105, United States Headquarters: 360 S Hope Ave, Santa Barbara, California, 93105, United States
  • 2001 Date Founded: 2001
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Insurance

SIC SIC Code: 6799 | NAICS Code: 523999 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PARTNERVEST FINANCIAL GROUP, LLC

Partnervest Financial Group, Llc Org Chart and Mapping

Employees
Lizbeth Shaver-Berg

Lizbeth Shaver-Berg

Investment Professional

Robert Knight

Robert Knight

Financial Advisor

Gunnar Sunstrom

Gunnar Sunstrom

CFO

Philip Bewley

Philip Bewley

Tax & Financial Planner

Compliance Compliance

Compliance Compliance

Compliance

Paul Sullivan

Paul Sullivan

National Relationship Manager

Shannon Irwin

Shannon Irwin

Financial Advisor

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Frequently Asked Questions Regarding Partnervest Financial Group, Llc

Answer: Partnervest Financial Group, Llc's headquarters are located at 360 S Hope Ave, Santa Barbara, California, 93105, United States

Answer: Partnervest Financial Group, Llc's phone number is +18*********

Answer: Partnervest Financial Group, Llc's official website is https://partnervest.com

Answer: Partnervest Financial Group, Llc's revenue is $10 Million to $25 Million

Answer: Partnervest Financial Group, Llc's SIC: 6799

Answer: Partnervest Financial Group, Llc's NAICS: 523999

Answer: Partnervest Financial Group, Llc has 11-50 employees

Answer: Partnervest Financial Group, Llc is in Insurance

Answer: Partnervest Financial Group, Llc contact info: Phone number: +18********* Website: https://partnervest.com

Answer: Partnervest Advisory Services, LLC | 129 followers on LinkedIn. THE POWER OF PARTNERSHIP - SYNERGIZED IN VISION, STRENGTH AND PURPOSE | Our mission has always been to serve our clients at the highest levels possible. As part of our continued focus to do so, we are pleased to announce that Partnervest Advisory Services LLC merged with ChangePath, LLC effective October 1, 2020. ChangePath, located in Leawood, Kansas, is an SEC Registered Investment Adviser and is similar to Partnervest in that they provide investment related services and support to Investors and Financial Advisors.

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