Justin MitchellCRD Number: 6108565
Current Firm: Advice And Planning Services
Justin Mitchell (CRD# 6108565) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Boca Raton, FL||May 2017 - Current||< 1|
|Tiaa||Boca Raton, FL||May 2017 - Current||< 1|
|Jp Morgan Chase Bank||Palm Beach Gardens, FL||Mar 2017 - May 2017||< 1|
|Jp Morgan Securities, LLC||Palm Beach Gardens, FL||Mar 2017 - May 2017||< 1|
|Pnc Bank||Jupiter, FL||Jan 2016 - Mar 2017||1|
|Pnc Investments, LLC||Jupiter, FL||Jan 2016 - Feb 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||North Palm Beach, FL||Mar 2013 - Dec 2015||2|
|Bank Of America, N.a.||North Palm Beach, FL||Mar 2013 - Dec 2015||2|
|Duffy's Sports Grill||Delray Beach, FL||Jan 2013 - Jan 2014||1|
|Northwood University||West Palm Beach, FL||Sep 2008 - Aug 2013||4|
|Bank Of America||West Palm Beach, FL||Aug 2012 - Dec 2012||< 1|
|Unemployed||Del Ray Beach, FL||Jun 2008 - Aug 2008||< 1|
|American Heritage School||Del Ray Beach, FL||Feb 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.