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Kristen Elyssa Taylor

Mission Wealth Management, LP

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About Kristen Elyssa Taylor

Kristen Elyssa Taylor is an Investment Advisor Representative at Mission Wealth Management, LP, based in Santa Barbara, CA. Kristen has been a Registered Investment Advisor in the industry for 12 years. She is licensed in California, and her expertise includes a wide range of financial planning and portfolio management services for individuals, families, and businesses. Kristen is a Certified Financial Planner (CFP) and holds Series 66 and Series 7 licenses.

Firm Information

Kristen Taylor is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

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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Kristen Taylor’s Registration & Firm History

CA

02/12/2019 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

CA

10/05/2012 - 12/02/2013

MUTUAL SECURITIES, INC. (SAN FRANCISCO CA)

CA

06/01/2009 - 10/19/2012

MORGAN STANLEY (SAN FRANCISCO CA)

CA

11/10/2006 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 03/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Elyssa Taylor.
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