James MitchellCRD Number: 1025389
Current Firm: Raymond James Financial Services Advisors, Inc.
James Mitchell (CRD# 1025389) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenville, SC and has over 34 years of experience in the finance industry.
Cetera Advisor Networks LLC
Erisa Plan Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|James Mitchell Group, Inc.||Temple Terrace, FL||Mar 2011 - Current||6|
|Insurance-non Variable||Greenville, SC||Nov 2010 - Current||7|
|Real Estate||Greenville, SC||Feb 2010 - Current||7|
|Raymond James Financial Services Advisors Inc.||Greenville, SC||Jan 2009 - Current||9|
|Greenville Travel Guide||Greenville, SC||May 2005 - Current||12|
|Raymond James Financial Services, Inc.||Greenville, SC||Sep 1988 - Current||29|
|James Mitchell-travel Publications||Temple Terrace, FL||Apr 2004 - Jun 2014||10|
|Community Service||Temple Terrace, FL||Jul 2005 - Jul 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S66||NASAA Uniform Combined State Law Examination||Jul 2005|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.