James Mitchell (CRD# 336921) is an Investment Advisor Representative working at Mighty Oak Management LLC in Easton, CT and has over 38 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mighty Oak Management | Easton, CT | Sep 2015 - Current | 8 |
| Invest Financial Corp | Stamford, CT | Aug 2005 - Aug 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- CT
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts60ACCOUNTS
-
Average Account Value$200,000
- 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
- Other
CT, GA, MA, NM, NY, TX
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