Mission Trails Financial
Mission Trails Financial (CRD# 173836) is a financial advisory firm headquartered in San Diego, CA. They manage $167,975,982 in 985 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management168MILLION
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Total Number of Accounts985ACCOUNTS
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Average Account Value$170,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, HI, LA, MT, TX
Steven Bliss (CRD# 2847939) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 27 years of experience in the finance industry.
John Kevan (CRD# 6152130) is an Investment Advisor Representative working at Mission Trails Financial in Lahaina, HI and has over 10 years of experience in the finance industry.
Laila Khosroabadi (CRD# 6021558) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 12 years of experience in the finance industry.
Brigand Kline (CRD# 4478155) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 22 years of experience in the finance industry.
Kristen Kline (CRD# 4495810) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 21 years of experience in the finance industry.
Bryan Pridmore (CRD# 6906498) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 6 years of experience in the finance industry.