Bridget Eileen Mitchell

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → 12/2016
  David B. Haire & Assocs.
  Westchester, OH
• 06/1999 → 12/2016
  Lpl Financial Llc (F.K.A) Linsco/Private Ledger Corp.
  West Chester, OH
• 01/2017 → Present
  Capfinancial Securities, Llc.
  Raleigh, NC
• 01/2017 → Present
  Captrust Financial Advisors
  Raleigh, NC
• 04/2020 → Present
  Captrust
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-14

Designations

• Certified Financial Planner