Partnervest Advisory Services, LLC

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. To learn more about ChangePath, please visit www.ChangePath.com where you can access the firm’s client brochure and other useful information. Partnervest is no longer offering Investment Advisory services and our Financial Advisors are now affiliated with and offering their services through ChangePath. Thank you for the confidence you have placed in us over the years. It has been our pleasure to serve you and we look forward to continuing to work with you as part of the ChangePath team.

Financial Services
Santa Barbara, California
Founded in 2001
11-50 employees

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. To learn more about ChangePath, please visit www.ChangePath.com where you can access the firm’s client brochure and other useful information. Partnervest is no longer offering Investment Advisory services and our Financial Advisors are now affiliated with and offering their services through ChangePath. Thank you for the confidence you have placed in us over the years. It has been our pleasure to serve you and we look forward to continuing to work with you as part of the ChangePath team.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2001
Employee Range
11-50
Revenue Range
Not available

Location

Address
360 S Hope Ave California Santa Barbara
City
Santa Barbara
Region
California
Postal Code
93105
Country
United States

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