Mission Wealth Management, LP
Mission Wealth Management, LP (CRD# 113057) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $7,072,960,768 in 9,939 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management7,073MILLION
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Geoffrey Gaggs (CRD# 2725114) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 28 years of experience in the finance industry.
Ricardo Gonzalez (CRD# 2043882) is an Investment Advisor Representative working at Mission Wealth Management, LP in Los Angeles, CA and has over 33 years of experience in the finance industry.
Mark Herman (CRD# 6400247) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 9 years of experience in the finance industry.
Shane Holt (CRD# 6604104) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Allyn Hughes (CRD# 2361657) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 30 years of experience in the finance industry.
Skyler Kraemer (CRD# 5998650) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 10 years of experience in the finance industry.
Andrew Kulha (CRD# 6916468) is an Investment Advisor Representative working at Mission Wealth Management, LP in Houston, TX and has over 5 years of experience in the finance industry.
Phyllis Lancaster (CRD# 5331616) is an Investment Advisor Representative working at Mission Wealth Management, LP in Greensboro, NC and has over 16 years of experience in the finance industry.
Rory Macdonald (CRD# 5575478) is an Investment Advisor Representative working at Mission Wealth Management, LP in San Diego, CA and has over 10 years of experience in the finance industry.
Bryant Merryman (CRD# 6198478) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 8 years of experience in the finance industry.