Douglas MitchellCRD Number: 5917274
Current Firm: Cuna Brokerage Services, Inc.
Douglas Mitchell (CRD# 5917274) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Austin, TX and has over 6 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Cuna Mutual Group||Waverly, IA||Jul 2017 - Current||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jul 2017 - Current||< 1|
|Swbc Investment Services LLC||San Antonio, TX||Feb 2013 - Jun 2017||4|
|Nylife Securities LLC||Austin, TX||May 2011 - Mar 2013||1|
|New York Life Insurance Co||Austin, TX||Apr 2011 - Mar 2013||1|
|Unemployed||Austin, TX||Feb 2011 - Apr 2011||< 1|
|Mary Ann Leibert Publishers Inc.||New Rochelle, NY||Oct 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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