Laila
Khosroabadi

Mission Trails Financial

CRD#6021558
Investment Advisor
in San Diego, CA

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About this Advisor

Laila Khosroabadi is a financial advisor based in San Diego, California, working with Mission Trails Financial. Laila has previously held positions at Nautilus Advisors LLC, Koeller Nebeker Carlson & Haluck LLP, Law Offices Of Laila Thompson, Mission Trails Financial, Veritext Legal Solutions, Bremer Whyte Brown & O'Meara, Laila Khosroabadi, Attorney At Law, and Sullivan Group Of Court Reporters. Laila has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Laila is part of Mission Trails Financial, which operates out of San Diego, California. The firm has 1 office and 6 employees. The firm manages assets totaling $168.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Mission Trails Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7187 Navajo Road Suite B
San Diego, CA 92119

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Mission Trails Financial Brokerage Details

Total Assets Under Management

$167,975,982

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

985

CA Average: 3,727
Average Account Size

$170,534

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Laila Khosroabadi Work History

2019 - Present (5 years)

Laila Khosroabadi, Attorney At Law

2015 - Present (9 years)

Mission Trails Financial

2019 - 2019 (< 1 year)

Bremer Whyte Brown & O'Meara

2018 - 2019 (1 year)

Sullivan Group Of Court Reporters

2016 - 2018 (2 years)

Veritext Legal Solutions

2015 - 2016 (1 year)

Koeller Nebeker Carlson & Haluck Llp

2013 - 2015 (2 years)

Nautilus Advisors LLC

2013 - 2015 (2 years)

Law Offices Of Laila Thompson

Disclosures

Please visit the SEC profile of Laila Khosroabadi 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 Trails Financial

Kristen Kline
San Diego, CA
Laila Khosroabadi
San Diego, CA
Brigand Kline
San Diego, CA
John Kevan
Lahaina, HI
Bryan Pridmore
San Diego, CA
Steven Bliss
San Diego, 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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