Florentino Mitchell, financial advisor Walnut Creek CA
89 score

Florentino Mitchell

CRD Number: 6278243
Current Firm: Mercer Global Advisors Inc.

Florentino Mitchell (CRD# 6278243) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Walnut Creek, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mercer Global Advisors Inc. Santa Barbara, CA Sep 2015 - Current 1
Mercer Global Advisors Inc. Santa Barbara, CA Dec 2013 - Sep 2015 1
Unemployed Goleta, CA Oct 2013 - Dec 2013 < 1
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Dr. Jesse Covingtonn Montecito, CA Sep 2011 - Aug 2012 < 1
Young America Foundation Santa Barbara, CA Sep 2011 - Feb 2012 < 1
Westmont College Montecito, CA Sep 2010 - Aug 2011 < 1
Athens Administrator Concord, CA Jun 2009 - Aug 2010 1
Westmont College Montecito, CA Sep 2008 - May 2009 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Florentino J. Mitchell
Phone Number: (800) 258-1559
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,074
    MILLIONS
  • Total Number of Accounts
    18,595
    ACCOUNTS
  • Average Account Value
    $326,627
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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