Joshua Mitchell, financial advisor Seven Fields PA

Joshua Mitchell

CRD Number: 5050624
Current Firm: Pnc Investments

Joshua Mitchell (CRD# 5050624) is an Investment Advisor Representative working at Pnc Investments in Seven Fields, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Jan 2010 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Joshua H. Mitchell
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    21,657
    MILLIONS
  • Total Number of Accounts
    129,028
    ACCOUNTS
  • Average Account Value
    $167,850
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, WY

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