Michael Mitchell, financial advisor Greenville IL

Michael Mitchell

CRD Number: 5836607
Current Firm: Values First Advisors, Inc.

Michael Mitchell (CRD# 5836607) is an Investment Advisor Representative working at Values First Advisors, Inc. in Greenville, IL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Eurofins Pharma Discovery Services Saint Charles, MO Oct 2016 - Current 7
Values First Advisors, LLC Gray, TN Jul 2009 - Current 14
Sigma- Aldrich St. Louis, MO Jul 2010 - Sep 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Michael D. Mitchell
Phone Number: 877-832-3847
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    1,488
    ACCOUNTS
  • Average Account Value
    $127,739
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, IA, IL, KS, KY, LA, MI, MO, MS, NC, NY, OH, OK, PA, TN, TX, VA

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