Brian MitchellCRD Number: 1930933
Current Firm: Welch Hornsby, Inc.
Brian Mitchell (CRD# 1930933) is an Investment Advisor Representative working at Welch Hornsby, Inc. in Montgomery, AL and has over 28 years of experience in the finance industry. Brian Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
River Wealth Management, LLC
Raymond James Financial Services Advisors, Inc.
Fsc Securities Corporation
|Welch Hornsby & Welch, Inc.||Montgomery, AL||Jan 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
Total Assets Under Management1,674MILLIONS
Total Number of Accounts452ACCOUNTS
Average Account Value$3,702,571
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, MS, NC, TN, TX