William Mitchell (CRD# 1128611) is an Investment Advisor Representative working at Primerica Advisors in Bethel, CT and has over 16 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Bethel, CT | Jan 2008 - Current | 16 |
| Primerica Financial Services | Bethel, CT | Oct 2002 - Current | 21 |
| Champion Maintenance | Fairfield, CT | Feb 2017 - Sep 2019 | 2 |
| Uber | Stamford, CT | Oct 2016 - Aug 2018 | 1 |
| Amv Maintenance, LLC | Shelton, CT | Apr 2015 - Aug 2018 | 3 |
| Champion Maintenance Services | Fairfield, CT | Jun 2011 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- CT
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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