Elizabeth MitchellCRD Number: 7444981
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Elizabeth Mitchell (CRD# 7444981) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has 1 year of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chevy Chase, MD||Oct 2018 - Current||5|
|Bank Of America, Na||Chevy Chase, MD||Oct 2018 - Current||5|
|Brittain Resort Management LLC||Myrtle Beach, SC||Jun 2021 - Jul 2021||< 1|
|Beacon Hill Associates||Washington, DC||Sep 2018 - Oct 2018||< 1|
|Nfp: Insurance Brokerage And Consulting||Charlotte, NC||Aug 2018 - Sep 2018||< 1|
|Unemployed||Charlotte, NC||May 2018 - Aug 2018||< 1|
|University Of Mississippi||Oxford, MS||Aug 2014 - May 2018||3|
|Nfp: Insurance Brokerage And Consulting||Charlotte, NC||Dec 2017 - Jan 2018||< 1|
|The Seafood Shanty||Edgartown, MA||May 2017 - Aug 2017||< 1|
|The Sporting Gent||Charlotte, NC||Dec 2016 - Jan 2017||< 1|
|The Sporting Gent||Charlotte, NC||Dec 2015 - Jan 2016||< 1|
|The Sporting Gent||Charlotte, NC||Jun 2014 - Aug 2014||< 1|
|Charlotte Country Day Highschool||Charlotte, NC||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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