Donald Mitcham
Donald Mitcham is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spring, TX, with 41 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
21025 Spring Brook Plaza Drive, Spring, TX, 77379
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is involved in several business activities, including financial planning and insurance services through Strategic Financial Advisors and Mitcham Advisors, LLC, where he serves as President. He also owns and manages real estate through Arrow Real Estate Capital LLC and Liam Holdings, LLC, and sells fixed insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Sunamerica Securities, INC.Broker
Sunpoint Securities, INC.Broker
Murchison Investment Bankers, INC.Broker
Travelers Equities Sales, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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