Partnervest Advisory Services, LLC

www.partnervest.com

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.

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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.

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Country

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State

California

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City (Headquarters)

Santa Barbara

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Employees

1-10

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Founded

2001

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Estimated Revenue

$50,000,000 to $100,000,000

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Marketing Officer , Associate General Counsel - Partnervest Advisory Services , Llc

    Email ****** @****.com
    Phone (***) ****-****
  • National Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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