Walpole Financial Advisors LLC
Legal Name: WALPOLE FINANCIAL ADVISORS, LLC
Full Contact Details
Walpole Financial Advisors LLC
70 SANTA FELICIA DRIVE, GOLETA, CA
805-845-6587
805-569-9542
Other Info
Walpole Financial Advisors LLC, a California-based limited liability company, is a registered financial firm with the U.S Securities and Exchange Commission. The firm has a team of eight dedicated employees serving nine clients in advisory roles. With its SEC status listed as approved, the firm has been providing quality financial advice since its registration in 2014.
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Direct Owners
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KIRK BRIAN STOVESAND
MEMBER/PARTNER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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SMITH FAMILY TRUST
MEMBER owns more than 50% but less than 75%
Indirect Owners
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JAMES BOWEN SMITH
TRUSTEE owns more than 50% but less than 75%
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JEAN ALBERTHA SMITH
TRUSTEE owns more than 50% but less than 75%
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