Bryan Mitchell (CRD# 7155532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dickinson, TX and has over 3 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Houston, TX | Aug 2022 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston, TX | Jun 2022 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Savannah, GA | Jul 2019 - Jun 2022 | 2 |
| Wells Fargo Bank Na | Savannah, GA | Jan 2018 - Jun 2022 | 4 |
| Enterprise Rent A Car | Savannah, GA | Sep 2017 - Jan 2018 | < 1 |
| So Fit LLC | Pooler, GA | Dec 2016 - Sep 2017 | < 1 |
| Wells Fargo Bank | Savannah, GA | Jul 2016 - Dec 2016 | < 1 |
| Unemployed | Vidor, TX | May 2016 - Jul 2016 | < 1 |
| Lamar University | Beaumont, TX | Oct 2015 - May 2016 | < 1 |
| Lamar University | Beaumont, TX | Aug 2011 - May 2016 | 4 |
| World Gym | Beaumont, TX | Jul 2014 - Oct 2015 | 1 |
| International Currency LLC | Lumberton, TX | Oct 2013 - Jul 2014 | < 1 |
| The Vitamin Shoppe | Beaumont, TX | Oct 2011 - Oct 2013 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- TX
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Total Assets Under Management1,283,838MILLIONS
-
Total Number of Accounts2,825,602ACCOUNTS
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Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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