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
Jenna Rogers (CRD# 5395184) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 13 years of experience in the finance industry.
Julianna Rote (CRD# 6089572) is an Investment Advisor Representative working at Mission Wealth Management, LP in San Diego, CA and has over 9 years of experience in the finance industry.
Gregory Smith (CRD# 2438534) 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.
Brian Sottak (CRD# 5701635) 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.
Brad Stark (CRD# 2311807) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Seth Streeter (CRD# 2281532) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 31 years of experience in the finance industry.
Dannell Stuart (CRD# 2808288) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Kristen Taylor (CRD# 5154936) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Amanda Thomas (CRD# 4306012) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Peter Woodring (CRD# 4240628) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.