Joey
Khoury
Mission Wealth Management, Lp
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About this Advisor
Joey Khoury is a financial advisor based in Santa Barbara, California, working with Mission Wealth Management, Lp. Joey has previously held positions at Beacon Pointe Advisors, LLC, Canterbury Consulting, Morgan Stanley, Kaplan Test Prep, Cornell University, and Mission Wealth Management, Lp. Joey is registered to provide services in California. Currently, Joey 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
Joey Khoury Work History
Mission Wealth Management, Lp
Beacon Pointe Advisors, LLC
Canterbury Consulting
Morgan Stanley
Kaplan Test Prep
Cornell University
Disclosures
Please visit the SEC profile of Joey Khoury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mission Wealth Management, Lp
Saint Charles, IL
Walpole, MA
Santa Barbara, CA
Houston, TX
Los Angeles, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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