Dennis
Clark
Mission Wealth Management, Lp
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About this Advisor
Dennis Clark is a financial advisor based in Santa Barbara, California, working with Mission Wealth Management, Lp. Dennis has previously held positions at Dennis M. Clark, Cpa, Mission Wealth Management, Lp, and Bartlett, Pringe & Wolf. Dennis is registered to provide services in California. Currently, Dennis is part of Mission Wealth Management, Lp, which operates out of Santa Barbara, California. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$7,072,960,768
109
9,939
$711,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Dennis Clark Work History
Mission Wealth Management, Lp
Dennis M. Clark, Cpa
Bartlett, Pringe & Wolf
Disclosures
Please visit the SEC profile of Dennis Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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