Marcus Mitchell, financial advisor Cincinnati OH

Marcus Mitchell

CRD Number: 6596143
Current Firm: Transamerica Financial Advisors, Inc.

Marcus Mitchell (CRD# 6596143) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Calabasas, CA Nov 2018 - Current 3
Five C Properties, LLC Cincinnati, OH Jun 2018 - Current 3
New Horizons, LLC Cincinnati, OH Jan 2018 - Current 3
Camp Nokomis Maine, LLC Cincinnati, OH Sep 2016 - Current 5
Maine Business Retreat, LLC Cincinnati, OH Feb 2016 - Current 5
World Financial Group, Inc. Cincinnati, OH May 2014 - Current 7
William F. Mitchell, LLC Cincinnati, OH May 2007 - Current 14
Transamerica Financial Advisors, Inc. Cincinnati, OH Dec 2015 - Oct 2017 1
Student Cincinnati, OH Aug 2005 - May 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
Contact Info for Marcus H. Mitchell
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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