Steven
Bliss
Mission Trails Financial
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About this Advisor
Steven Bliss is a financial advisor working out of San Diego, California. Bliss is currently employed by Mission Trails Financial. During their career, Bliss has held roles at Steven F. Bliss, Attorney At Law and Mission Trails Financial. Bliss maintains a Series 63 license, qualifying them as a securities representative, and is approved to work in California. Mission Trails Financial is an advisory company operating out of San Diego, CA. The investment advisory business has a total of six people on staff. It oversees $131 million in assets under management across its 348 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 348 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Mission Trails Financial performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on the type of services. Fee types charged by Mission Trails Financial may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Trails Financial Brokerage Details
$130,578,970
6
348
$375,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Bliss Work History
Steven has been registered as a financial advisor for 0 years.*
Mission Trails Financial
Steven F. Bliss, Attorney At Law
*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 Steven Bliss 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
San Diego, CA
San Diego, CA
San Diego, CA
Lahaina, HI
San Diego, CA
San Diego, CA
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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