Mitzi Rollins, financial advisor Fairhope AL

Mitzi Rollins

CRD Number: 2067766
Current Firm: Raymond James Financial Services Advisors, Inc.

Mitzi Rollins (CRD# 2067766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairhope, AL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Meridiem Advisory Group LLC Fairhope, AL Jun 2021 - Current 2
Raymond James Financial Services Advisors Inc. Fairhope, AL Aug 2015 - Current 8
Raymond James Financial Services, Inc. Fairhope, AL Jul 2015 - Current 8
Boyd Financial Group LLC Fairhope, AL Jul 2015 - Jun 2021 5
Wells Fargo Advisors LLC Selma, AL May 2009 - Jul 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Mitzi B. Rollins
Phone Number: 727-567-3020
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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