David Mitchell, financial advisor Franklin TN
89 score

David Mitchell

CRD Number: 6163424
Current Firm: Raymond James Financial Services Advisors, Inc.

David Mitchell (CRD# 6163424) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Franklin, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Franklin Synergy Bank Franklin, TN Jul 2014 - Current 2
Raymond James Financial Services Advisors Inc. Franklin, TN Sep 2013 - Current 3
Raymond James Financial Services Franklin, TN Jul 2013 - Current 3
Raymond James Financia Services Murfreesboro, TN Jun 2013 - Jul 2013 < 1
Midsouth Bank Murfreesboro, TN Aug 2011 - Jun 2013 1
Middle Tenness State University Murfreesboro, TN Aug 2009 - May 2013 3
Capital Financial Group Brentwood, TN Jan 2013 - Apr 2013 < 1
Bob's Barbeque Smyrna, TN Jul 2010 - Jan 2012 1
Smyrna High School Smyrna, TN Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for David C. Mitchell
Phone Number: 727-567-5877
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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
89
Clean Record
This advisor has a clean track record with regulators.

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