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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WEST COAST FINANCIAL, LLC CRD Number: 104677Annual Amendment All Sections
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West Coast Financial LLC is a limited liability company that offers financial services, including accounting, tax preparation, and business consulting, primarily targeting clients located along the West Coast of the United States.
Individuals or businesses that operate as a limited liability company in the West Coast states are required to file the necessary paperwork for West Coast Financial LLC.
To fill out West Coast Financial LLC, you need to complete the designated forms provided by your state’s Secretary of State, including details such as the company name, registered agent information, and the business address.
The purpose of West Coast Financial LLC is to provide financial services and support to businesses and individuals, facilitating better financial management and compliance with legal requirements.
Information that must be reported includes the company’s name, address, registered agent, management structure, and any financial disclosures as required by state law.
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