Gary A. Brooks

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 08/2023
  Brooks, Hughes & Jones, Inc.
  Tacoma, WA
• 08/2023 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2009-10-01 → 2023-08-04
  Bhj Wealth Advisors
  Gig Harbor, WA
• 2008-03-25 → 2009-09-30
  Commonwealth Financial Network
  Gig Harbor, WA
  Tacoma, WA

Other Businesses

1. PROFESSIONAL BASEBALL CLUB - OFFICIAL SCORER, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 60 HOURS PER YEAR. 2. NON-PROFIT FOUNDATION CONSULTANT, NOT AT BRANCH LOCATION, INVESTMENT RELATED. INVESTMENT COMMITTEE. 2 HOURS PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-03-21

Designations

• Certified Financial Planner