Rita MitchellCRD Number: 1312370
Current Firm: Ftb Advisors, Inc.
Rita Mitchell (CRD# 1312370) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Nashville, TN and has over 33 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Ftb Advisors, Inc.||Nashville, TN||Oct 2013 - Current||4|
|First Tennessee Brokerage, Inc.||Memphis, TN||Jul 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management4,123MILLIONS
Total Number of Accounts4,572ACCOUNTS
Average Account Value$901,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI