Nicholas MitchellCRD Number: 6278397
Current Firm: Hbw Advisory Services LLC
Nicholas Mitchell (CRD# 6278397) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Elverta, CA and has over 3 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Daycation Senior Activity Center||Lincoln, CA||Apr 2016 - Current||1|
|Hbw Securities LLC||Simi Valley, CA||Jan 2015 - Current||2|
|Hbw Advisory Services LLC||Lincoln, CA||Nov 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Lincoln, CA||Apr 2014 - Nov 2014||< 1|
|Waddell & Reed, Inc.||Sacramento, CA||Jan 2014 - Nov 2014||< 1|
|Unemployed||Lincoln, CA||Nov 2013 - Jan 2014||< 1|
|Jd Fencing||Killdeer, ND||Aug 2013 - Nov 2013||< 1|
|Student||Lincoln, CA||Aug 2001 - Aug 2013||12|
|Cattleac Cattle Equipment||Weatherford, OK||Jan 2011 - Nov 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management241MILLIONS
Total Number of Accounts3,782ACCOUNTS
Average Account Value$63,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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.