Bridget Mitchell (CRD# 2805145) is an Investment Advisor Representative working at Captrust in West Chester, OH and has over 27 years of experience in the finance industry. Bridget Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Captrust | Raleigh, NC | Apr 2020 - Current | 4 |
Capfinancial Securities, LLC | Raleigh, NC | Jan 2017 - Current | 7 |
Captrust Financial Advisors | Raleigh, NC | Jan 2017 - Current | 7 |
Lpl Financial Llc (f.k.a) Linsco/private Ledger Corp. | West Chester, OH | Jun 1999 - Dec 2016 | 17 |
David B. Haire & Assocs. | Westchester, OH | May 1999 - Dec 2016 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1996 |
- OH
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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