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Patricia Ann Alexander

Mission Street Wealth Planning

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About Patricia Ann Alexander

Patricia Alexander is a financial advisor with Mission Street Wealth Planning. Patricia has been registered with the SEC since 2003 and has been working in the financial industry since 2002. Patricia is a registered investment advisor (IA) representative in California. Patricia has a Series 7, Series 63, and Series 66. Patricia provides financial planning and portfolio management services for individuals. Patricia has experience working with high-net-worth individuals and pension and profit-sharing plans. Patricia is also a partner in her husband's consulting business.

Firm Information

Patricia Alexander 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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Patricia Alexander’s Registration & Firm History

CA

11/14/2003 - Present

Mission Street Wealth Planning (PASADENA CA)

CO

11/18/2003 - 10/01/2007

THE LEADERS GROUP, INC. (LITTLETON CO)

CA

09/05/2002 - 08/04/2003

CROWELL, WEEDON & CO. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 09/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patricia Ann Alexander.
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