Mission:advice
Mission:advice (CRD# 300473) is a financial advisory firm headquartered in Shepherdstown, WV. They manage $1,249,792 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts18ACCOUNTS
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Average Account Value$69,433
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WV
Financial Advisors at Mission:advice
1
Thomas Maiden (CRD# 1955506) is an Investment Advisor Representative working at Mission:advice in Shepherdstown, WV and has over 34 years of experience in the finance industry.
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