Partnervest Advisory Services LLC

Partnervest Advisory Services LLC, a California Limited Liability Company, boasts 57 employees in total, with 42 of them working in advisory roles. The firm serves 42 clients and has been approved by the SEC since its registration on February 12th, 2004.

• ANGIE CHEN OWENS

  DIRECTOR OF OPERATIONS owns less than 5%

• CHRISTINE CATHERINE MAHOTA

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID NMN YOUNG

  CHIEF INVESTMENT OFFICER owns less than 5%

• KENNETH ROSS HYMAN

  CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER, CHIEF FINANCIAL OFFICER owns less than 5%

• PARTNERVEST FINANCIAL GROUP LLC

  MEMBER owns 75% or more

• REBECCA MERLYNN VALDEZ

  DIRECTOR OF INVESMENTS owns less than 5%

• ANGELO NICHOLAS GEORGGIN

  MEMBER owns more than 25% but less than 50%

• ELYSIAN CAPITAL HOLDINGS, LLC

  MEMBER owns more than 25% but less than 50%

• JOHN MICHAEL HARLINE

  MEMBER owns more than 25% but less than 50%

• PAULA MARIE REZZA

  MEMBER owns more than 25% but less than 50%

• Anodos Advisors LLC
• West Coast Financial LLC
• Pensionmark Financial Group LLC
• TRINITY CAPITAL MANAGEMENT, LLC
• Daniel Investment Associates LLC
• Pacific Wealth Strategies Group Inc
• Avalan LLC
• Bergquist WANG LLC
• Arlington Financial Advisors LLC
• Omega Financial Group LLC

• The Rise and Fall of Partnervest Advisory Services LLC's Q2 2020 vs. Q3 2020 Holdings

• ADVISORSHARES TR $9,547k
• GOLDMAN SACHS ETF TR $2,482k
• Calavo Growers Inc $1,814k
• Banco Santander Sa $1,593k
• Exxon Mobil Corp $1,356k
• AT&T INC $1,307k
• GENERAL ELECTRIC CO $1,152k
• Chevron Corp $1,024k
• BLACKSTONE GROUP $1,002k
• BROOKFIELD REAL ASSETS INCOM $927k