FINANCIAL VISION LLC of GOLETA, CA is an SEC-registered investment adviser (CRD 123659). Regulatory assets under management: $82.0M.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| YAGER MARCEE PITTMAN | MANAGING MEMBER; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| YAGER WARREN DAVID | COO; COO, CHIEF COMPLIANCE OFFICER | — |
| NOARD KENT ELLISON | MANAGING MEMBER | — |
| YAGER MARCEE | CHIEF COMPLIANCE OFFICER | — |