Marites M. Blair

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

• 07/2012 → 05/2017
  Walpole Financial Advisors
  Goleta, CA
• 05/2017 → 04/2023
  Walpole Financial Advisors
  Goleta, CA
• 05/2023 → 11/2023
  Not Employed
  Santa Barbara, CA
• 11/2023 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2017-05-24 → 2023-02-13
  Walpole Financial Advisors, Llc
  Goleta, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-24

Other Names

• Marites Ann Rarangol Marcos
• Marites Blair
• Marites Rarangol Marcos Blair