Isaiah Mitchell Email & Phone Number
AVP, Regional Wealth Consultant | IS - West @ LPL Financial
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Isaiah Mitchell Location
- San Diego, CA, US
Isaiah Mitchell Work
- AVP, Regional Wealth Consultant | IS - West @ (January 2020 - Present)
- AVP, Insurance and Annuity Sales Consultant -West @ (March 2018 - January 2020)
- Manager of Insurance and Annuities @ Independent Financial Group LLC (September 2013 - March 2018)
- Director of Recruiting- West Region @ ING Financial Partners (February 2013 - September 2013)
- VP Business Development @ First Allied Securities, Inc. (November 2006 - January 2013)
- Wholesaler @ AIG SunAmerica (February 2004 - October 2006)
- Marketing and Operations Specialist @ WS Griffith Securities, Inc. (November 2000 - January 2004)
Isaiah Mitchell Education
- San Diego State University
Master of Science - MS (Financial and Tax Planning)
2017-2018 - San Diego State University
Economics (Economics)
1996-2000
Isaiah Mitchell Skills
- Alternative Investments
- Annuity Sales
- Asset Allocation
- Asset Management
- Building Relationships
- Financial Advisory
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Motivated self-starter
- Mutual Funds
- Private Equity
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 65
- Series 7
- Wealth Management
Isaiah Mitchell Summary
- Isaiah Mitchell, based in San Diego, CA, US, is currently a AVP, Regional Wealth Consultant | IS - West at LPL Financial. Isaiah Mitchell brings experience from previous roles at LPL Financial, Independent Financial Group LLC, ING Financial Partners and First Allied Securities, Inc.. Isaiah Mitchell holds a 2017 - 2018 Master of Science - MS in Financial and Tax Planning @ San Diego State University. With a robust skill set that includes Alternative Investments, Annuity Sales, Asset Allocation, Asset Management, Building Relationships and more. Isaiah Mitchell has 1 emails and 3 mobile phone numbers on RocketReach.
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