JA
Jeffrey Avila
from Mission Wealth Management, Lp
Jeffrey Avila is a financial advisor based in California, Santa Barbara,
with 23 years of experience. Jeffrey currently works for
Mission Wealth Management, Lp.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Avila works at Mission Wealth Management, Lp
Mission Wealth Management, Lp is a financial advisory firm based in Santa Barbara, California. It currently has approximately $4,154,814,497 of assets under management and employs about 87 people. Mission Wealth Management, Lp uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1111 Chapala Street, 3rd Floor, Santa Barbara, California, 93101
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