Cole
Clifford
Mission Wealth Management, Lp
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About this Advisor
Cole Clifford is a financial advisor operating in Austin, Texas. Clifford is an advisor for Mission Wealth Management, Lp. Over the course of their career, Clifford has held roles at Mission Wealth Management, Lp, Indeed, Capital Chevrolet, Chili'S Bar And Grill and United States Army. Clifford holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Texas. Mission Wealth Management, Lp is a registered investment company operating out of Santa Barbara, CA. The investment advisory business has offices in 25 locations and a total of 87 people on staff. It controls $5 billion in assets among its 7,755 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 7,755 accounts, 67% are associated with high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as 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. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Mission Wealth Management, Lp most likely are comprised 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
Cole Clifford Work History
Cole has been registered as a financial advisor for 0 years.*
Mission Wealth Management, Lp
Indeed
Capital Chevrolet
Chili'S Bar And Grill
United States Army
*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 Cole Clifford 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
Los Angeles, CA
Houston, TX
Santa Barbara, CA
Greensboro, NC
Los Angeles, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, 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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