Andrew Mitchell, financial advisor Grand Rapids MI

Andrew Mitchell

CRD Number: 6536181
Current Firm: Fiduciary Financial Advisors

Andrew Mitchell (CRD# 6536181) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Action Point Financial Planning Grand Rapids, MI Jan 2019 - Current 2
Nylife Securities LLC Grand Rapids, MI Dec 2015 - Dec 2018 3
New York Life Grand Rapids, MI Jul 2015 - Dec 2018 3
Kuyper College Grand Rapids, MI Oct 2012 - Jul 2015 2
Kuyper College Grand Rapids, MI Apr 2013 - Apr 2015 2
Kuyper College Grand Rapids, MI Sep 2011 - Apr 2015 3
Menards Comstock Park, MI Jun 2011 - May 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Andrew J. Mitchell
Phone Number: 6166223062
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $176,751
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, IL, MI, OH

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