Collette Mitchell, financial advisor Annapolis MD
93 score

Collette Mitchell

CRD Number: 4551713
Current Firm: Advice And Planning Services

Collette Mitchell (CRD# 4551713) is an Investment Advisor Representative working at Advice And Planning Services in Annapolis, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Annapolis, MD Mar 2016 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Annapolis, MD Mar 2016 - Current < 1
First Allied San Diego, CA Dec 2002 - Mar 2016 13
Olson Investment Advisors, LLC Seattle, WA Nov 2002 - Mar 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Collette S. Mitchell
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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