Mitchell Bumpus (CRD# 7760548) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Wealth Securities, LLC | Orlando, FL | Aug 2023 - Current | < 1 |
| Florida Financial Advisors | Orlando, FL | Jun 2023 - Current | < 1 |
| Virginia Tech University | Blacksburg, VA | Aug 2020 - May 2023 | 2 |
| Coastal Plains League | Morehead City, NC | May 2022 - Aug 2022 | < 1 |
| Smoothie King | Morehead City, NC | May 2022 - Aug 2022 | < 1 |
| Spring Creek Golf Club | Zion Crossroads, VA | May 2020 - Aug 2021 | 1 |
| Wingate University | Winagte, NC | Aug 2018 - May 2020 | 1 |
| Hanover Country Club | Hanover, VA | Jul 2018 - Jan 2020 | 1 |
| Barrett's Restaurant, | Middleboro, MA | Jun 2017 - Jun 2018 | 1 |
| Apponequet High School | Lakeville, MA | Sep 2014 - Jun 2018 | 3 |
| Apponequet Regional High School | Lakeville, MA | Dec 2017 - Feb 2018 | < 1 |
| Freetown-lakeville Middle School | Lakeville, MA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- FL
- TX
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
-
Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
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 derived from SEC.gov data covering 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.
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.