Clarence Mitchell, financial advisor Birmingham AL

Clarence Mitchell

CRD Number: 5067265
Current Firm: Primerica Advisors

Clarence Mitchell (CRD# 5067265) is an Investment Advisor Representative working at Primerica Advisors in Birmingham, AL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cmj Financial Group. Hoover, AL Jun 2019 - Current 2
Pfs Investments Inc. Birmingham, AL Nov 2005 - Current 16
Pfsprimerica Financial Services Birmingham, AL Nov 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Clarence Mitchell
Phone Number: 800-544-5445
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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