Sara
Clark
Mission Wealth Management, Lp
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About this Advisor
Sara Clark is a financial advisor operating out of Santa Barbara, California with a total of 1 year of industry experience. Clark is currently employed by Mission Wealth Management, Lp. Throughout their career, Clark has worked at Barclays Capital Inc, Morgan Stanley, Morgan Stanley Private Bank, National Association, Kayne Anderson Capital Advisors Lp, Adviceperiod, Mariner Wealth Advisors and Mission Wealth Management, Lp. Clark has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Mission Wealth Management, Lp is a registered investment business based in Santa Barbara, CA. The firm has offices in 25 locations and a total of 87 people on staff. It controls $5 billion in assets between its 7,755 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 7,755 client accounts, 67% are held by high-net-worth clients who have at least $1 million in investable assets. Mission Wealth Management, Lp has a broad assortment of services, including 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. Fees charged by financial advisors usually are based on the financial services provided. However, fee types billed by Mission Wealth Management, Lp likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$4,975,561,347
87
7,755
$641,594
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
Sara Clark Work History
Sara has been registered as a financial advisor for 1 years.*
Mission Wealth Management, Lp
Mariner Wealth Advisors
Adviceperiod
Kayne Anderson Capital Advisors Lp
Morgan Stanley Private Bank, National Association
Morgan Stanley
Barclays Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sara Clark 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
Santa Barbara, CA
Santa Barbara, CA
Austin, TX
Los Angeles, CA
Los Angeles, CA
Santa Barbara, CA
Houston, TX
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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