Mitchell SimkinsCRD Number: 5416538
Current Firm: Mid Atlantic Financial Management, Inc.
Mitchell Simkins (CRD# 5416538) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
|Mid Atlantic Financial Management, Inc.||Salt Lake City, UT||Feb 2008 - Current||9|
|Miller Financial LLC||Salt Lake City, UT||Sep 2007 - Current||10|
|Mid Atlantic Capital Corporation||Salt Lake City, UT||Sep 2007 - Current||10|
|United Health Care||Minneapolis, MN||Feb 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management1,765MILLIONS
Total Number of Accounts7,294ACCOUNTS
Average Account Value$241,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV