Thomas Mitchell, financial advisor Fort Worth TX
93 score

Thomas Mitchell

CRD Number: 1087232
Current Firm: Cetera Investment Advisers LLC

Thomas Mitchell (CRD# 1087232) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fort Worth, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
American Airlines Fort Worth, TX Jan 2015 - Current 1
Cetera Investment Services LLC St Cloud, MN Jan 2015 - Current 1
Cetera Investment Advisers LLC Fort Worth, TX Jan 2015 - Current 1
Cetera Investment Advisers LLC Gilbert, AZ Jan 2014 - Dec 2014 < 1
Cetera Investment Services LLC St. Cloud, MN Oct 2002 - Dec 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Thomas E. Mitchell
Phone Number: 888-528-2987
Registered State(s):
  • AZ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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