Financial ADVSR advisor directory · SEC adviser records
Mission Wealth Management, LP financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Mission Wealth Management, LP office in Santa Barbara, A to Z.
The short answer
46 registered advisors work at Mission Wealth Management, LP in Santa Barbara, out of 128 at the firm nationwide; it ranks number 1 in the city by advisors. 23 list the CFP designation and 0 are also registered broker representatives.
Mission Wealth Management, LP advisors in Santa Barbara, A to Z
Every Mission Wealth Management, LP advisor →- Matthew W. AdamsInvestment adviser rep
- Claudia ArnoldInvestment adviser rep
- Jeffrey D. AvilaCertified Financial Planner
- Bennett D. BaiamonteInvestment adviser rep
- Daniele BeasleyCertified Financial Planner
- Cole C. BechtelInvestment adviser rep
- Marites M. BlairInvestment adviser rep
- Stephanie BrunoCertified Financial Planner
- Sara P. ClarkInvestment adviser rep
- Cole S. CliffordInvestment adviser rep
- Michael J. DittamoInvestment adviser rep
- Patricia A. FahnoeCertified Financial Planner
- Vernon J. FernandezInvestment adviser rep
- Geoffrey S. GaggsCertified Financial Planner
- Ishanjit S. GondaraInvestment adviser rep
- Stephan R. GoyetteCertified Financial Planner
- Mark W. HermanCertified Financial Planner
- Ryan K. HublitzInvestment adviser rep
- Emilija IlicInvestment adviser rep
- Kristina G. KearneyCertified Financial Planner
- Griffin KentInvestment adviser rep
- Joey S. KhouryCertified Financial Planner
- Skyler K. KraemerCertified Financial Planner
- Keaton W. KrutenatCertified Financial Planner
- Shane J. MearesCertified Financial Planner
- Bryant G. MerrymanCertified Financial Planner
- Alison R. MillerCertified Financial Planner
- Mary V. MillerCertified Financial Planner
- Lisa M. MurphyCertified Financial Planner
- Leah F. NaishInvestment adviser rep
- Emil NazaretyanInvestment adviser rep
- Kieran D. OsborneChartered Financial Analyst
- Walter A. RizoInvestment adviser rep
- Austin D. RobertsInvestment adviser rep
- Jenna L. RogersCertified Financial Planner
- Oliver SchultenInvestment adviser rep
- Adam J. SilvaCertified Financial Planner
- Gregory J. SmithCertified Financial Planner, Chartered Financial Consultant
- Brian G. SottakCertified Financial Planner, Chartered Financial Analyst
- Brad W. StarkCertified Financial Planner
- Andrew G. StrongInvestment adviser rep
- Dannell R. StuartCertified Financial Planner
- Kristen E. TaylorCertified Financial Planner
- Joseph G. TremontiInvestment adviser rep
- Victoria WesslerInvestment adviser rep
- Jimmy S. WuInvestment adviser rep
Mission Wealth Management, LP advisors in every city and state →Mission Wealth Management, LP: assets, clients and custodians →Advisor Moves: who changed firms this week →
Mission Wealth Management, LP advisors in other cities
Austin, TX 11Houston, TX 6Denver, CO 4Los Angeles, CA 4Walnut Creek, CA 4Dedham, MA 3Gig Harbor, WA 3Greensboro, NC 3Lisle, IL 3San Diego, CA 3Scottsdale, AZ 3Bellevue, WA 2Boulder, CO 2Eden Prairie, MN 2Frisco, CO 2
Other firms in Santa Barbara
All Santa Barbara advisors →Wells Fargo Clearing Services, LLC 38Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Cerity Partners LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Centaurus Financial, Inc. 11Avalan, LLC 10LPL Financial LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9
Questions
How many financial advisors does Mission Wealth Management, LP have in Santa Barbara?
46 investment adviser representatives are registered at Mission Wealth Management, LP offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 128 nationwide. 23 list the CFP designation and 0 are also registered as broker representatives.
Is Mission Wealth Management, LP one of the largest advisor employers in Santa Barbara?
Mission Wealth Management, LP ranks number 1 in Santa Barbara by registered advisors, ahead of Wells Fargo Clearing Services, LLC (38).
How do I check a Mission Wealth Management, LP advisor in Santa Barbara?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mission Wealth Management, LP office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.