Mitchell HerdCRD Number: 4560436
Current Firm: Charles Schwab & Company, Inc.
Mitchell Herd (CRD# 4560436) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 14 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Charles Schwab Bank||Austin, TX||Jul 2016 - Current||< 1|
|Charles Schwab & Company, Inc.||Austin, TX||Feb 2014 - Current||3|
|E*trade Securities LLC||San Francisco, CA||Aug 2011 - Feb 2014||2|
|E*trade Capital Management LLC||San Francisco, CA||Aug 2011 - Feb 2014||2|
|E*trade Savings Bank||San Francisco, CA||Aug 2011 - Oct 2013||2|
|U.s. Bancorp Investments, Inc.||Mill Valley, CA||Jun 2010 - Aug 2011||1|
|Unionbanc Investment Services||Visalia, CA||Mar 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.