Marcus MitchellCRD 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.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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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