Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory MacDonald is a financial advisor with Mission Wealth Management, LP, a firm based in Santa Barbara, CA. Rory MacDonald is a Certified Financial Planner™ and has been in the industry since February 2012. Rory MacDonald is registered to offer investment advisory services in California. The firm's mission is to provide a comprehensive and personalized approach to wealth management, offering a wide range of services to help clients achieve their financial goals.
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.
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CA
06/10/2013 - Present
Mission Wealth Management, LP (San Diego CA)
IA
Issued 06/07/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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