David Mitchell (CRD# 7284516) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Harker Heights, TX and has over 2 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Thrivent Financial | Appleton, WI | Aug 2023 - Current | < 1 |
Thrivent Investment Management Inc. | Harker Heights, TX | Mar 2023 - Current | 1 |
Thrivent Financial | Appleton, WI | Mar 2023 - Aug 2023 | < 1 |
Bankers Life Securities, Inc. | Ausitn, TX | Sep 2021 - Mar 2023 | 1 |
Bankers Life Advisory Services | Austin, TX | Sep 2020 - Mar 2023 | 2 |
Bankers Life And Casualty | Austin, TX | Nov 2019 - Mar 2023 | 3 |
Lhp Texas Md Services | Harker Heights, TX | Jan 2019 - Oct 2019 | < 1 |
Arvig Media | Hutchinson, MN | May 2018 - Dec 2018 | < 1 |
Trugreen Lawn Services | Minnetonka, MN | Apr 2018 - May 2018 | < 1 |
Hutchinson Health | Hutchinson, MN | Feb 2016 - Apr 2018 | 2 |
Dex Media | Tacoma, WA | Jun 2015 - Feb 2016 | < 1 |
Self-employed, Dba Practice Management Resources | Bremerton, WA | Mar 2009 - Feb 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2021 |
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- TX
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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