Mia Medina-bohanan

from Pensionmark Financial Group, LLC
SEC regulated
Regulated Investment Advisor
Mia Medina-bohanan is a financial advisor based in California, Santa Barbara, with 15 years of experience. Mia currently works for Pensionmark Financial Group, LLC. Mia maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Mia Medina-bohanan works at Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC is a financial advisory firm based in Santa Barbara, California. It currently has approximately $10,340,969,284 of assets under management and employs about 244 people. Pensionmark Financial Group, LLC 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 Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
24 E. Cota Street, Suite 200, Santa Barbara, California, 93101

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