Stephen MitchellCRD Number: 5443684
Current Firm: Centaurus Financial, Inc.
Stephen Mitchell (CRD# 5443684) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tallahassee, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Centaurus Financial, Inc.||Orange, CA||Jul 2008 - Current||9|
|First Franklin Financial Services||Tallahassee, FL||May 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
- Criminal Record
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- 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)
- Market timing services
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