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Mitchell Mclean Lee

Charles Schwab & CO., Inc.

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About Mitchell Mclean Lee

Mitchell Mclean Lee is a financial advisor who has been in the industry for over 25 years. Currently, Mitchell is registered with Charles Schwab & Co., Inc. as a General Securities Representative. Mitchell has previously been registered with TD Ameritrade, Inc. and Jack White & Company, Inc. Prior to joining Charles Schwab & Co., Inc., Mitchell was with TD AMERITRADE, INC. Mitchell has a strong track record of providing financial advice to clients in a variety of areas, including investment management, financial planning, and retirement planning.

Firm Information

Mitchell Lee is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mitchell Lee’s Registration & Firm History

TX

03/30/2023 - Present

Charles Schwab & CO., Inc. (Westlake TX)

CA

06/01/1998 - 07/29/2024

TD AMERITRADE, INC. (SAN DIEGO CA)

NE

10/10/2012 - 01/28/2021

TD AMERITRADE CLEARING, INC. (OMAHA NE)

NA

09/08/1997 - 06/01/1998

JACK WHITE & COMPANY, INC.

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Licenses & Designations

BC

Issued 09/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/07/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/23/1998

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mitchell Mclean Lee.
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