Nicholas Mitchell, financial advisor Wynnewood OK
90 score

Nicholas Mitchell

CRD Number: 6278397
Current Firm: Hbw Advisory Services LLC

Nicholas Mitchell (CRD# 6278397) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Wynnewood, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jun 2017 - Current < 1
Daycation Senior Activity Center Lincoln, CA Apr 2016 - Current 2
Hbw Advisory Services LLC Simi Valley, CA Nov 2014 - Current 3
Hbw Securities LLC Simi Valley, CA Jan 2015 - Jun 2017 2
Various Insurance Carriers For W&r Insurance Agencies Lincoln, CA Apr 2014 - Nov 2014 < 1
Waddell & Reed, Inc. Sacramento, CA Jan 2014 - Nov 2014 < 1
Unemployed Lincoln, CA Nov 2013 - Jan 2014 < 1
Jd Fencing Killdeer, ND Aug 2013 - Nov 2013 < 1
Student Lincoln, CA Aug 2001 - Aug 2013 12
Cattleac Cattle Equipment Weatherford, OK Jan 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Nicholas P. Mitchell
Phone Number: 800-473-3856
Registered State(s):
  • CA
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    4,025
    ACCOUNTS
  • Average Account Value
    $79,923
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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

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