Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mitchell is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Charles Schwab & CO., Inc. as a registered representative and investment advisor representative. Brian holds Series 7, 63, and 66 securities licenses and is registered in 18 states. Brian previously worked at Edward Jones and Charles Schwab & CO., Inc. in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
ID
01/02/2019 - Present
Charles Schwab & CO., Inc. (Boise ID)
ID
11/27/2009 - 03/05/2014
EDWARD JONES (BOISE ID)
TX
04/02/2002 - 10/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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