David Mitchell, financial advisor Honesdale PA
96 score

David Mitchell

CRD Number: 4564217
Current Firm: Centaurus Financial, Inc.

David Mitchell (CRD# 4564217) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honesdale, PA and has over 14 years of experience in the finance industry. David Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA May 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Sep 2009 - May 2012 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2009 - May 2012 2
Mml Investors Services, Inc. Wilkes Barre, PA Jun 2004 - Sep 2009 5
Massmutal Life Insurance Company Springfield, MA May 2004 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for David K. Mitchell
Phone Number: 714-456-1790
Registered State(s):
  • AL
  • FL
  • NJ
  • PA
  • OH
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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