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
7866 Martinsburg Pike, Shepherdstown, WV 25443
https://missionadvice.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WV

Financial Advisors at Mission:advice
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Maiden, financial advisor Shepherdstown WV
Thomas P. Maiden
CRD#: 1955506
7866 Martinsburg Pike, Shepherdstown, WV 25443

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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