Patricia Ann Fahnoe

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

• 08/2011 → Present
  Mission Wealth Management
  Santa Barbara, CA

Previous Registrations

• 2008-07-03 → 2011-09-09
  Mercer Global Advisors Inc.
  Santa Barbara, CA
• 1998-03-31 → 2008-06-30
  Mercer Advisors
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-06
• S63 Uniform Securities Agent State Law Examination
  1995-06-30

Designations

• Certified Financial Planner

Other Names

• Tricia Fahnoe
• Patricia Ann Jay