Elizabeth Mitchell
CRD Number: 7444981Current 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.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- MD
- NC
-
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)
- Commissions
- 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)
- Other
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.