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Sep 1, 2019

Mission Federal Credit Union Teams with Raymond James Financial Institutions Division to Offer $315 Million Credit Union Program in San Diego

Press Releases

Sept. 1, 2019

Mission Federal Credit Union Teams with Raymond James Financial Institutions Division to Offer $315 Million Credit Union Program in San Diego

SAN DIEGO – Mission Federal Credit Union, San Diego’s largest member-owned, not-for-profit, fullservice financial institution exclusively serving San Diego County, welcomes Raymond James Financial Institutions Division (FID) as a new partner. Through this new partnership, the advisors at Mission Federal Investment Services will offer investment and wealth management services to their clients through Raymond James Financial Services, Inc., member FINRA/SIPC.

“Mission Fed is one of San Diego’s most esteemed financial institutions, and its investment services program includes an experienced team with deep roots and longstanding relationships in the area,” said Tim Killgoar, senior vice president and head of FID. “We are pleased to welcome them to our growing Financial Institutions Division and are proud that they found Raymond James’ breadth of services and high level of support to be the best fit for their program going forward. We’re excited they chose Raymond James as their partner as they continue to grow their program and expand their investment management services to clients.”

The investment services program is led by Sreeni Rao, 1st Vice President, and includes five financial advisors: Alan Davis, Alan Davis, Bobby Koba, Carlos Caceres, Samuel Ahn, and Terry Arges.

Based in 32 locations throughout San Diego, Mission Fed advisors offer clients a variety of investment products and financial planning strategies to help reach their financial goals. Collectively, the advisors manage approximately $315 million in client assets.

“We are extremely pleased to align our new brand with one of the most successful brands in the investment management business for the benefit of our members,” said Debra Schwartz, president and CEO of Mission Fed. “Through this partnership, we are well-positioned to deliver on our commitment to providing financial solutions that make our members’ lives better.”

About Mission Federal Credit Union

Mission Fed Credit Union is San Diego’s largest member-owned, not-for-profit, full-service financial institution exclusively serving San Diego County. Mission Fed has over $3.7 billion in assets, over 250,000 customers, 32 convenient branches, and 30,000 CO-OP ATMs nationwide.

Mission Fed enhances the lives of its customers through financial education and financial services such as Checking, Savings, Loans, Credit Cards and Insurance. In addition, Mission Fed puts money back into the communities of San Diego and helps hundreds of non-profits. Banking at Mission Fed means doing good for San Diego. Federally insured by NCUA and Equal Housing Lender.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion.

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