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Matthew William Adams

Mission Wealth Management, LP

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About Matthew William Adams

Matthew Adams is a financial advisor registered with Mission Wealth Management, LP. He provides financial planning, portfolio management, and wealth management services to individuals, businesses, and charitable organizations. Matthew has been a registered advisor since 2004 and holds a Series 7, Series 63, and Series 65 license. He is a co-trustee of the Palmer Family Trust and serves on the Board of Trustees of the Santa Barbara Museum of Natural History.

Firm Information

Matthew Adams 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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Matthew Adams’s Registration & Firm History

CA

03/02/2004 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

CA

01/24/2005 - 09/23/2013

NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)

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Licenses & Designations

BC

Issued 01/26/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/16/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew William Adams.
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