Florentino MitchellCRD Number: 6278243
Current Firm: Mercer Global Advisors Inc.
Florentino Mitchell (CRD# 6278243) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 4 years of experience in the finance industry. Florentino Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Haven Capital Group
Greyfox Investors LLC
Independent Financial Partners
|Mercer Global Advisors Inc.||Santa Barbara, CA||Nov 2017 - Current||< 1|
|Mercer Global Advisors Inc.||Santa Barbara, CA||Dec 2016 - Oct 2017||< 1|
|Mercer Global Advisors Inc.||Walnut Creek, CA||Sep 2015 - Dec 2016||1|
|Mercer Global Advisors Inc.||Santa Barbara, CA||Dec 2013 - Sep 2015||1|
|Unemployed||Goleta, CA||Oct 2013 - Dec 2013||< 1|
|Network Hardware Resale||Goleta, CA||Sep 2012 - Oct 2013||1|
|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|
|Christian Carpenters||Vallejo, CA||May 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management10,058MILLIONS
Total Number of Accounts23,813ACCOUNTS
Average Account Value$422,373
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.