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Deborah N. Mitchell

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA 94596
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CRD#: 5941033
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Professional summary


Deborah Noroian Mitchell, CFP® is a registered financial advisor currently at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. located in Walnut Creek, California and VECTOR WEALTH MANAGEMENT located in Walnut Creek, California.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Deborah has worked at 3 firms .

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deborah Noroian Mitchell's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

August 13, 2015 - Present

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Office #1: 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
RIA
CRD#: 107326
Walnut Creek, CA
Current

May 22, 2026 - Present

VECTOR WEALTH MANAGEMENT

Office #1: 200 Pringle Avenue Suite 555 , Walnut Creek, CA 94596
RIA
CRD#: 152667
WALNUT CREEK, CA
Past

June 12, 2012 - January 28, 2015

NOROIAN CAPITAL MANAGEMENT

RIA
CRD#: 110654
WALNUT CREEK, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/13/2015)

Exams


Current Firm


VW
VECTOR WEALTH MANAGEMENT
SNS FINANCIAL GROUP, LLC | VECTOR WEALTH MANAGEMENT, LLC | VECTOR WEALTH MANAGEMENT | STONE SUMMIT CAPITAL

CRD#: 152667 / SEC#: 801-70998

RIA
Registered Investment Advisory firm - (1/15/2010 Approved)
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Contact information


Main Address
43 Main Street Se Suite 236, Minneapolis, MN 55414
Mailing Address
Phone number
(612) 378-7560
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (19 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VECTOR WEALTH MANAGEMENT ADV PART 2A (6/2/2025)

Regulatory assets under management


Total Number of Accounts3,161
AUM (Assets Under Management)$ 1,488,809,873

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VECTOR WEALTH MANAGEMENT

CRD#: 152667Walnut Creek, CA 94596

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