Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Smyth is a financial advisor currently registered with Schwab Wealth Advisory, Inc., where he has been working since April 2016. Prior to this, Mitchell Smyth was employed by USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY in San Antonio, Texas. Mitchell Smyth is a Certified Financial Planner™ and has a wide range of experience in the financial services industry, having earned his Series 66, Series 7, Series 10, Series 9, Series 24 and Series 26 licenses. Mitchell Smyth is currently licensed in 32 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
TX
06/30/2014 - 04/14/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/06/2013 - 07/11/2014
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
08/23/2010 - 06/21/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
GA
03/07/2006 - 08/04/2010
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 05/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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