Richard Mitchell
Investment adviser representative at Mitchell, Mcleod, Pugh & Williams, Inc.
20 yearsExperience
1 stateRegistered in
$2.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Mitchell, Mcleod, Pugh & Williams, Inc.Jan 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (AL).
Mitchell, Mcleod, Pugh & Williams, Inc.
$2.7BAssets managed
1,046Clients
10Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2134844
- Firm CRD
- 138240