Mitchell Poirier (CRD# 6238325) is an Investment Advisor Representative working at Smp Financial Planning, LLC in Falls Church, VA and has over 10 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smp Financial Planning, LLC | Washington, DC | Jul 2021 - Current | 2 |
| Novare Capital Management, LLC | Charlotte, NC | Nov 2020 - Jul 2021 | < 1 |
| Tiaa | Washington, DC | Apr 2014 - Nov 2020 | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Washington, DC | Apr 2014 - Nov 2020 | 6 |
| Pnc Investments | Pittsburgh, PA | Aug 2013 - May 2014 | < 1 |
| Pnc Bank | Pittsburgh, PA | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- DC
- VA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$719,038
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, VA
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