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
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