Brian Mitchell

I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you'll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

  • 20 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2014-present
  • Financial Advisor, Edward Jones, 2009-2014
  • Operations, Chevron, 2007-2009
  • Owner, MOC Products, 2004-2007
  • Operations Manager, Charles Schwab & Co., 1995-2004

Education

  • BA, Business & Economics, Saint Mary's College of California

Contact Brian Mitchell

VP - Financial Consultant
Charles Schwab
902 W. Main St.
Boise, Idaho  83702-5718
Phone: 208-395-2384

 

Service Area

Services provided in:
  • Ada County, Idaho