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||3|
|Hbw Advisory Services LLC||Lincoln, CA||Nov 2014 - Current||3|
|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
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