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Garrett Sabin

14 Years of Experience
Lompoc, CA

Garrett Sabin is a registered investment advisor at Central Coast Tax & Financial Services, based in Lompoc, CA, with 14 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1010 N. H Street, Lompoc, CA, 93436

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Garrett is the owner of Central Coast Tax & Financial Services, where he assists clients with tax preparation, filing, and general business management. This non-investment related activity takes about a quarter of his time during non-trading hours.

Employment History
Current Registrations
Central Coast Tax & Financial Services
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Intercapital Financial
March 2011 - December 2011 · 9 mos
Intercapital Financial
August 2008 - December 2010 · 2 yrs 4 mos
Financial West Group
July 2006 - December 2007 · 1 yr 5 mos
Morgan Stanley
November 2004 - July 2006 · 1 yr 8 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Garrett Sabin - Financial Advisor | TrueAdvisor