Mitchell Davis (CRD# 7006040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bethesda, MD and has over 4 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Bethesda, MD | May 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Bethesda, MD | Aug 2018 - Current | 5 |
| Unemployed | St Joseph, MI | May 2018 - Aug 2018 | < 1 |
| Ironman Corporation | Benton Harbor, MI | Aug 2011 - Aug 2018 | 7 |
| Depauw | Greencastle, IN | Aug 2014 - May 2018 | 3 |
| Alpha Chi Omega | Greencastle, IN | Aug 2015 - Oct 2017 | 2 |
| Willow Marketing | Indianapolis, IN | May 2017 - Aug 2017 | < 1 |
| City Of Greencastle | Greencastle, IN | Jan 2017 - Jan 2017 | < 1 |
| Quicken Loans | Detroit, MI | May 2016 - Aug 2016 | < 1 |
| Depauw University | Greencastle, IN | Jan 2016 - Jan 2016 | < 1 |
| St Joseph River Yacht Club | St Joseph, MI | May 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.