William MitchellCRD Number: 4471952
Current Firm: Goldman Sachs Personal Financial Management
William Mitchell (CRD# 4471952) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in San Diego, CA and has over 3 years of experience in the finance industry.
Western Wealth Management LLC
Lpl Financial LLC
|Goldman Sachs Personal Financial Management||Newport Beach, CA||Jan 2020 - Current||3|
|Bank Of New York Mellon Wealth Mgmnt||San Diego, CA||Feb 2015 - Jan 2020||4|
|Altegris Investments, Inc.||La Jolla, CA||Jan 2014 - Nov 2014||< 1|
|Midamerica Financial Services, Inc.||La Jolla, CA||Jul 2011 - Dec 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
|S63||Uniform Securities State Law Examination||Jul 2021|
Total Assets Under Management17,421MILLIONS
Total Number of Accounts75,551ACCOUNTS
Average Account Value$230,582
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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