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
Joey Khoury (CRD# 6780083) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.
Keaton Krutenat (CRD# 7723757) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.
Braydan Meyers (CRD# 7771410) is an Investment Advisor Representative working at Mission Wealth Management, LP in Greensboro, NC and has 1 year of experience in the finance industry.
Alison Miller (CRD# 7134845) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 2 years of experience in the finance industry.
Ryan Miller (CRD# 7722380) is an Investment Advisor Representative working at Mission Wealth Management, LP in Saint Charles, IL and has 1 year of experience in the finance industry.
Jose Monreal (CRD# 6850756) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has over 6 years of experience in the finance industry.
Mia Parnell (CRD# 7723170) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.
Jeremy Ragar (CRD# 6644896) is an Investment Advisor Representative working at Mission Wealth Management, LP in Helena, MT and has 1 year of experience in the finance industry.
Oliver Schulten (CRD# 7408762) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.
Eric Smith (CRD# 6342021) is an Investment Advisor Representative working at Mission Wealth Management, LP in Walnut Creek, CA and has 1 year of experience in the finance industry.