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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary A. Brooks is a financial advisor who works with clients on a variety of financial planning needs. Gary holds the Series 7, Series 6, and Series 63 licenses and is also a Certified Financial Planner. He works with Mission Wealth Management, LP, which is a firm specializing in financial planning, investment management, and portfolio management for businesses and individuals. Gary's experience in the financial industry includes previous positions at Commonwealth Financial Network and Russell Fund Distributors, Inc. Gary is based in Santa Barbara, CA, and is also licensed in Washington.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/01/2023 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
WA
03/17/2008 - 09/30/2009
COMMONWEALTH FINANCIAL NETWORK (TACOMA WA)
WA
01/16/2001 - 03/07/2008
RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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