Catherine MitchellCRD Number: 6218731
Current Firm: Valic Financial Advisors, Inc.
Catherine Mitchell (CRD# 6218731) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Durham, NC and has over 4 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Valic||Durham, NC||Jan 2013 - Current||4|
|Light Years Jewelry||Raleigh, NC||May 2010 - Sep 2013||3|
|Unc-chapel Hill||Chapel Hill, NC||Aug 2008 - May 2010||1|
|North Elm Animal Hospital||Greensboro, NC||May 2009 - Aug 2009||< 1|
|Unc-chapel Hill||Chapel Hill, NC||Aug 2007 - Aug 2008||1|
|Grimsley High School||Greensboro, NC||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Sep 2013|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV