Santa Barbara, CA E Carrillo St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
222 E Carrillo St, #304
Santa Barbara CA 93101
Advisors at this office
2
Advisors at this office
Kevin B
Series 63
Santa Barbara, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kevin Baird is a financial advisor with United Planners' Financial Services of America and holds a Series 63 designation. He has 35 years of industry experience and is based in Santa Barbara, CA. In addition to his advisory work, he serves as president of Baird Wealth Strategy Group LLC and is involved in marketing investments and insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering open-architecture investment platforms and a mix of fee-based and commission-based services through its network of 477 independent advisors.
David W
Series 63, Series 66
Santa Barbara, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
David Walker is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and over 20 years of industry experience. His prior work includes roles at Jackson National Life Distributors LLC and founding Seagull Lane Asset Management LLC, where he serves as president. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management, serving individual and institutional clients through independent investment adviser representatives using a range of custodians and third-party managers.
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