Leann Mitchell

from Alpha Omega Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Leann Mitchell is a financial advisor based in Virginia, Richmond, with 28 years of experience. Leann currently works for Alpha Omega Wealth Management, LLC. Leann maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Leann Mitchell works at Alpha Omega Wealth Management, LLC
Alpha Omega Wealth Management, LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $813,155,631 of assets under management and employs about 11 people. Alpha Omega Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7202 Glen Forest Drive, Suite 300, Richmond, Virginia, 23226

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