Kerri Mitchell (CRD# 4808140) is an Investment Advisor Representative working at Eagle Strategies LLC in Kennewick, WA and has over 16 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Henker Financial Partners LLC | Kennewick, WA | Mar 2015 - Current | 9 |
| Eagle Strategies LLC | Kennewick, WA | Feb 2011 - Current | 13 |
| Nylife Securites LLC | Kennewick, WA | Jan 2011 - Current | 13 |
| John Henker/nyl Agent | Kennewick, WA | Aug 2010 - Current | 13 |
| Advocare | Carrollton, TX | Feb 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- TX
- WA
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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