Partnervest Advisory Services, LLC
www.partnervest.comOur 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.
Read moreOur 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.
Read moreCountry
State
California
City (Headquarters)
Santa Barbara
Industry
Employees
1-10
Founded
2001
Estimated Revenue
$50,000,000 to $100,000,000
Social
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Managing Partner
Email ****** @****.comPhone (***) ****-****Chief Marketing Officer , Associate General Counsel - Partnervest Advisory Services , Llc
Email ****** @****.comPhone (***) ****-****National Relationship Manager
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****
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