Andrew Mitchell (CRD# 7311347) is an Investment Advisor Representative working at Affinity Financial, LLC in South Salt Lake, UT and has over 3 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Financial, LLC | Salt Lake City, UT | Apr 2020 - Current | 4 |
| Clarior Law | Salt Lake City, UT | Jun 2017 - Apr 2020 | 2 |
| Legal Aid Society | Salt Lake City, UT | Jan 2019 - May 2019 | < 1 |
| Utah Attorney General | Salt Lake City, UT | May 2018 - Aug 2018 | < 1 |
| Utah Supreme Court | Salt Lake City, UT | May 2017 - Aug 2017 | < 1 |
| Mitchell & Associates | Salt Lake City, UT | May 2009 - Apr 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- UT
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts14ACCOUNTS
-
Average Account Value$83,435
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
UT
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