Mitchell Herd, financial advisor Austin TX
93 score

Mitchell Herd

CRD 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.

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Company Name Location Dates Years
Charles Schwab Bank Austin, TX Jul 2016 - Current < 1
Charles Schwab & Company, Inc. Austin, TX Feb 2014 - Current 2
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
Contact Info for Mitchell C. Herd
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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