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).
-
Total Assets Under Management7,073MILLION
-
Total Number of Accounts9,939ACCOUNTS
-
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
Mary Miller (CRD# 5476488) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 17 years of experience in the finance industry.
Jessica Mora (CRD# 6372204) is an Investment Advisor Representative working at Mission Wealth Management, LP in Brooklyn, NY and has 1 year of experience in the finance industry.
Matthew Murphy, CFP (CRD# 3068647) is an Investment Advisor Representative and Principal at Murphy Capital Advisors, LLC in Goodyear, AZ and has over 20 years of experience in the finance industry. Matthew Murphy has taken additional exams to become a Certified Financial Planner (CFP®) Professional. CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Emil Nazaretyan (CRD# 5602556) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 15 years of experience in the finance industry.
Ryan Niedbalski (CRD# 5846946) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 13 years of experience in the finance industry.
Kieran Osborne (CRD# 5667529) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Weston Patton (CRD# 6622730) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Andrew Penso (CRD# 4921439) is an Investment Advisor Representative working at Mission Wealth Management, LP in Indianapolis, IN and has over 17 years of experience in the finance industry.
Jorie Pitt (CRD# 5966197) is an Investment Advisor Representative working at Mission Wealth Management, LP in Saint Charles, IL and has over 10 years of experience in the finance industry.
Susan Rizzi (CRD# 4785209) is an Investment Advisor Representative working at Mission Wealth Management, LP in Greensboro, NC and has over 15 years of experience in the finance industry.