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Charlotte Kay Mitchell

DESIGNER TECHNOLOGIES, INC.·MEXIA, Texas
Clean recordDESIGNER TECHNOLOGIES, INC.
158 PRIVATE ROAD 5489, MEXIA, TX 76667CRD# 6628012Firm CRD# 281879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charlotte Kay Mitchell · MEXIA, TX
Registration
CRD #6628012 · DESIGNER TECHNOLOGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charlotte Kay Mitchell is a registered financial advisor based in MEXIA, Texas, affiliated with DESIGNER TECHNOLOGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
DESIGNER TECHNOLOGIES, INC.
TRADEWAY
AUM
$68M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at DESIGNER TECHNOLOGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6628012
Firm CRD# 281879
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charlotte Kay Mitchell offer?
Charlotte Kay Mitchell specializes in Financial Planning, Investment Management. Contact their office in MEXIA, Texas for a consultation.
What are Charlotte Kay Mitchell's credentials?
Charlotte Kay Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charlotte Kay Mitchell located?
Charlotte Kay Mitchell is based in MEXIA, Texas, working with DESIGNER TECHNOLOGIES, INC.. Their office serves clients in the MEXIA metropolitan area and surrounding communities.
How does Charlotte Kay Mitchell charge for services?
Charlotte Kay Mitchell's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DESIGNER TECHNOLOGIES, INC.?
DESIGNER TECHNOLOGIES, INC. has approximately 43 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DESIGNER TECHNOLOGIES, INC.

Colin Clifton Calvert
MEXIA, TX
Diana Stuckey Blood
MEXIA, TX
David Parker Mitchell
MEXIA, TX
David Vincent Huber
MEXIA, TX
Kathryn Virginia Huber
MEXIA, TX
Mark Barry Buchy
CORSICANA, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
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City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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