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GS

Garrett L. Sabin

CENTRAL COAST TAX & FINANCIAL SERVICES
Lompoc, CA 93436
Some features on this profile are disabled
CRD#: 4844313
GS

Professional summary

Garrett Loren Sabin, who also goes by Garrett L Sabin, is a registered financial advisor currently at CENTRAL COAST TAX & FINANCIAL SERVICES located in Lompoc, California.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Garrett has worked at 4 firms and has passed the Series 65, Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Garrett L Sabin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Central Coast Tax & Financial Services, non-investment related, 1010 N. H Street, Lompoc, CA 93436, Tax Preparation, Owner, 03/2018, 40 hours a month during non trading hours, my duties include assisting clients in tax preparation and filing, and general business management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Loren Sabin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 27, 2018 - Present

CENTRAL COAST TAX & FINANCIAL SERVICES

Office #1: 1010 N. H Street, Lompoc, CA 93436
RIA
CRD#: 289814
Lompoc, CA
Past

March 10, 2011 - December 31, 2011

INTERCAPITAL FINANCIAL

RIA
CRD#: 146854
LOMPOC, CA
Past

August 12, 2008 - December 31, 2010

INTERCAPITAL FINANCIAL

RIA
CRD#: 146854
LOMPOC, CA
Past

July 10, 2006 - December 31, 2007

FINANCIAL WEST GROUP

RIA
CRD#: 16668
LOMPOC, CA
Past

July 10, 2006 - December 31, 2007

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

November 15, 2004 - July 18, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SANTA MARIA, CA
Past

October 1, 2004 - July 18, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
SANTA MARIA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/27/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/12/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 11/19/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/30/2004
General Securities Representative Examination

Current Firm

CC
CENTRAL COAST TAX & FINANCIAL SERVICES
CENTRAL COAST TAX & FINANCIAL SERVICES | SABIN, GARRETT LOREN

CRD#: 289814 / SEC#:

California
Registered Investment Advisory firm - (4/27/2018 Approved)
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Contact information

Main Address
1010 N. H Street, Lompoc, CA 93436
Mailing Address
249 A Burton Mesa Blvd, Lompoc, CA 93436
Phone number
(805) 588-9376
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTRAL COAST TAX & FINANCIAL SERVICES

CRD#: 289814Lompoc, CA 93436

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