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Walter Alexander Rizo

Mission Wealth Management, LP

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About Walter Alexander Rizo

Walter Alexander Rizo is a financial advisor with Mission Wealth Management, LP. Walter is a registered Investment Advisor Representative (IAR) in Texas. Previously, Walter was an advisor at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Walter has passed the Series 7, Series 66 and SIE exams.

Firm Information

Walter Rizo 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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Walter Rizo’s Registration & Firm History

CA

02/08/2022 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

TX

05/05/2017 - 01/11/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)

TX

11/16/2015 - 04/12/2017

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 12/01/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Alexander Rizo.
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