Mitchell Bailey (CRD# 6094452) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Indianapolis, IN and has over 6 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory | Indianapolis, IN | Dec 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Apr 2017 - Current | 7 |
| County Materials Corporation | Maxwell, IN | Sep 2015 - Mar 2017 | 1 |
| Fitzmark Inc. | Indianapolis, IN | Sep 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Dec 2017 |
- IN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, VI, VT, WA, WI, WV, WY
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