Unclaimed Profile

Brian D. Mitchell

MITCHELL & PAHL PRIVATE WEALTH, LLC·OKLAHOMA CITY, Oklahoma

SIE, Series 3, Series 7, Series 31, Series 66Clean record24 years registeredMITCHELL & PAHL PRIVATE WEALTH, LLC

1001 NW 71ST STREET, OKLAHOMA CITY, OK 73116CRD# 4498478Firm CRD# 307625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian D. Mitchell · OKLAHOMA CITY, OK

Registration

CRD #4498478 · MITCHELL & PAHL PRIVATE WEALTH, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MITCHELL & PAHL PRIVATE WEALTH

Jun 2020 – present

WELLS FARGO CLEARING SERVICES, LLC

Sep 2005 – Jun 2020

OKLAHOMA CITY, OK

MORGAN STANLEY

Apr 2002 – Aug 2005

NORMAN, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 31

Series 66

Registration record

First registered · April 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MITCHELL & PAHL PRIVATE WEALTH, LLC

CRD 307625 · SEC 801-118315

AUM

$354M

Regulatory assets under management

Employees

900 client accounts

Services offered by MITCHELL & PAHL PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MITCHELL & PAHL PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Brian D. Mitchell offer?

Brian D. Mitchell specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Brian D. Mitchell's credentials?

Brian D. Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian D. Mitchell located?

Brian D. Mitchell is based in OKLAHOMA CITY, Oklahoma, working with MITCHELL & PAHL PRIVATE WEALTH, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Brian D. Mitchell charge for services?

Brian D. Mitchell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MITCHELL & PAHL PRIVATE WEALTH, LLC?

MITCHELL & PAHL PRIVATE WEALTH, LLC has approximately 4 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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