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Andrea Mitchell

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
121 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrea works as a Trading Operations Analyst for SEIA, an RIA service. This investment-related activity takes up nearly all of Andrea's time.

Employment History
Current Registrations
Signature Estate Securities, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Seia
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2021 - August 2023 · 2 yrs 7 mos
Bel Air Securities LLCBroker
July 2020 - January 2021 · 6 mos
LPL Financial LLCBroker
November 2015 - October 2016 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.