Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Gaggs is a financial advisor at Mission Wealth Management, LP, a registered investment advisor based in Santa Barbara, CA. Geoffrey has been in the financial services industry since 1997 and has experience working with individual investors, families, and businesses. Geoffrey specializes in financial planning, investment management, and retirement planning. Geoffrey is a Certified Financial Planner.
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.
1
2
CA
11/04/2003 - Present
Mission Wealth Management, LP (Santa Barbara CA)
CA
09/24/2013 - 07/22/2021
MUTUAL SECURITIES, INC. (SANTA BARBARA CA)
CA
08/02/2000 - 09/23/2013
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
CA
06/29/1999 - 05/17/2000
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Geoffrey Gaggs is the right advisor for you? Invested Better is here to help.
