Peter Mitchell (CRD# 2621759) is an Investment Advisor Representative working at Tax Pro Advisor in Leander, TX and has over 19 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2219717
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tax Pro Advisor LLC | Leander, TX | Apr 2019 - Current | 5 |
| Tax Pro Advisor LLC | Leander, TX | Aug 2012 - Current | 11 |
| Archer Investment Corporation | Indianapolis, IN | Jun 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- TX
-
Total Assets Under Management1MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$180,000
- 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
- Selection of other advisers (including private fund managers)
TX
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