Paul Mitchell, financial advisor New Castle DE
90 score

Paul Mitchell

CRD Number: 6065227
Current Firm: Mml Investors Services, LLC

Paul Mitchell (CRD# 6065227) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Castle, DE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services New Castle, DE Mar 2014 - Current 2
Mass Mutual New Castle, DE Nov 2013 - Current 3
Make A Memory Photo Booths Newark, DE Jun 2010 - Current 6
Invest Financial Corporation Hockessin, DE Dec 2011 - Nov 2013 1
Wilmington Savings Fund Society, Fsb Hockessin, DE Jan 2011 - Nov 2013 2
University Of Delaware Newark, DE Sep 2006 - Jan 2011 4
Friendly's Restaurant Newark, DE Jun 2005 - Jun 2010 5
1614 Fitness And Aerobics Newark, DE Aug 2009 - Mar 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Paul M. Mitchell
Phone Number: (413)737-8400
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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