Unclaimed Profile

Patricia Ann Fahnoe

MISSION WEALTH MANAGEMENT, LP·SANTA BARBARA, California

Series 2, Series 7, Series 63, Series 65Clean record28 years registeredMISSION WEALTH MANAGEMENT, LP

1111 CHAPALA STREET, SANTA BARBARA, CA 93101CRD# 2636618Firm CRD# 113057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Ann Fahnoe · SANTA BARBARA, CA

Registration

CRD #2636618 · MISSION WEALTH MANAGEMENT, LP · 28 years registered

Brand Profile

Not yet started

Career History

MISSION WEALTH MANAGEMENT, LP

Sep 2011 – present

MERCER GLOBAL ADVISORS INC.

Jul 2008 – Sep 2011

SANTA BARBARA, CA

MERCER ADVISORS

Mar 1998 – Jun 2008

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · March 31, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MISSION WEALTH MANAGEMENT, LP

CRD 113057 · SEC 801-61230

AUM

$7.1B

Regulatory assets under management

Employees

109

9,939 client accounts

Services offered by MISSION WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MISSION WEALTH MANAGEMENT, LP →

Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patricia Ann Fahnoe offer?

Patricia Ann Fahnoe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Patricia Ann Fahnoe's credentials?

Patricia Ann Fahnoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Ann Fahnoe located?

Patricia Ann Fahnoe is based in SANTA BARBARA, California, working with MISSION WEALTH MANAGEMENT, LP. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Patricia Ann Fahnoe charge for services?

Patricia Ann Fahnoe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MISSION WEALTH MANAGEMENT, LP?

MISSION WEALTH MANAGEMENT, LP has approximately 109 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →