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Gary Ernest Pia

Mission Street Wealth Planning

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About Gary Ernest Pia

Gary Pia is a financial advisor with over 30 years of experience in the financial services industry. Gary currently works at Mission Street Wealth Planning where he is a Registered Representative. Gary is a Certified Financial Planner and has a broad range of experience in the financial services industry. Gary has been with Mission Street Wealth Planning since 1986, and his past experience includes positions at The Leaders Group, Inc. and Financial West Group. Gary holds Series 6, 7, 24, and 63 licenses. Gary specializes in portfolio management, financial planning and selection of other advisors.

Firm Information

Gary Pia is currently registered with Mission Street Wealth Planning. Mission Street Wealth Planning is an investment advisor that provides portfolio advisory services, financial planning, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Their regulatory assets under management are $33,716,478 with 67 total accounts.

$33.72M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio advisory services

Portfolio advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Pia’s Registration & Firm History

CA

01/02/2023 - Present

Mission Street Wealth Planning (South Pasadena CA)

CO

05/15/2000 - 10/01/2007

THE LEADERS GROUP, INC. (LITTLETON CO)

NV

10/07/1987 - 04/10/1995

FINANCIAL WEST GROUP (RENO NV)

NA

01/24/1986 - 07/10/1987

CHRISTOPHER WEIL & COMPANY, INC

NA

11/26/1981 - 02/06/1986

TRANSAMERICA FINANCIAL RESOURCES, INC.

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Licenses & Designations

BC

Issued 05/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/1981

Series 24 - General Securities Principal Examination

BC

Issued 05/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/19/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Gary Ernest Pia. Review regulatory record here.
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