Dorothy MitchelCRD Number: 1142201
Current Firm: U.s. Bancorp Investments, Inc.
Dorothy Mitchel (CRD# 1142201) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Everett, WA and has over 32 years of experience in the finance industry.
|U.s. Bancorp Investments, Inc.||Everett, WA||Jun 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV