Marvin MitchellCRD Number: 5324636
Current Firm: Compass Retirement Group LLC
Marvin Mitchell (CRD# 5324636) is an Investment Advisor Representative working at Compass Retirement Group LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Compass Retirement Group LLC||St. Louis, MO||Nov 2015 - Current||1|
|Compass Retirement Solutions LLC||St. Louis, MO||Jun 2013 - Current||3|
|Ohio National Financial Services||Cincinnati, OH||May 2013 - Dec 2015||2|
|The On Equity Sales Company||Cincinnati, OH||May 2013 - Dec 2015||2|
|Lpl Financial||St. Peters, MO||Jan 2012 - Jun 2013||1|
|Cornerstone Wealth Management||Des Peres, MO||Aug 2012 - May 2013||< 1|
|Edward Jones||St. Louis, MO||Apr 2007 - Dec 2011||4|
|Lowes Home Improvement||St. Louis, MO||Sep 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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