William Mitchell (CRD# 7432124) is an Investment Advisor Representative working at Key Investment Services LLC in Oak Harbor, WA and has over 2 years of experience in the finance industry.
CRD# 7053502
Edward Jones
CRD# 6891283
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6657665
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services, LLC | Brooklyn, OH | Mar 2024 - Current | < 1 |
| Keybank | Oak Harbor, WA | Mar 2024 - Current | < 1 |
| Key Investment Services | Anacortes, WA | Apr 2023 - Mar 2024 | < 1 |
| Keybank | Anacortes, WA | Feb 2023 - Mar 2024 | 1 |
| Wells Fargo Clearing Services, LLC | Oak Harbor, CA | Aug 2021 - Feb 2023 | 1 |
| Wells Fargo Bank, Na | Oak Harbor, WA | Aug 2021 - Feb 2023 | 1 |
| Unemployed | Oak Harbor, WA | Aug 2020 - Aug 2021 | 1 |
| Wells Fargo Bank | Oak Harbor, WA | May 2018 - Aug 2020 | 2 |
| Wells Fargo Bank | Oak Harbor, WA | Jan 2016 - May 2018 | 2 |
| Wells Fargo Bank | West Des Moines, WA | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- WA
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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