Mitchell Murchison
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Dec 2024 to now
- Charles Schwab Bank, SsbDec 2024 to now
- J.P. Morgan Securities LLCJul 2022 to Oct 2024
- JPMorgan Chase Bank, N.A.Jul 2022 to Oct 2024
- Comerica BankJun 2021 to Jun 2022
- Hancock Whitney BankDec 2020 to Jun 2021
- Woodforest National BankFeb 2018 to Dec 2020
- UnemployedJan 2018 to Jan 2018
- Brothers PizzaMar 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7603271
- Firm CRD
- 5393