Patricia
Fahnoe

Mission Wealth Management, Lp

CRD#2636618
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Patricia Fahnoe is a financial advisor based in Santa Barbara, California, working with Mission Wealth Management, Lp. Patricia has previously held a position at Mission Wealth Management. Patricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Patricia 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1111 Chapala Street 3Rd Floor
Santa Barbara, CA 93101

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Mission Wealth Management, Lp Brokerage Details

Total Assets Under Management

$7,072,960,768

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

109

CA Average: 43
Total Number of Accounts

9,939

CA Average: 3,727
Average Account Size

$711,637

CA Average: $2,033,427

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

Patricia Fahnoe Work History

2011 - Present (13 years)

Mission Wealth Management

Disclosures

Please visit the SEC profile of Patricia Fahnoe 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

Peter Ahrens
Fort Collins, CO
Sara Clark
Santa Barbara, CA
Daniel Friedman
Miami, FL
Herbert Flores
Austin, TX
Mitchell Grushen
Los Angeles, CA
Jared Sweeney
Walpole, MA
Andrew Kulha
Houston, TX
Dennis Clark
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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