Stephen Mitchell, financial advisor Tallahassee FL

Stephen Mitchell

CRD 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 15 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Jul 2008 - Current 15
First Franklin Financial Services Tallahassee, FL May 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen L. Mitchell
Phone Number: 714-456-1790
Registered State(s):
  • CA
  • FL
  • GA
  • IN
  • LA
  • MA
  • NC
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
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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