DM
CFP · ChFC
DM
CFP · ChFC

Donald Mitcham

41 Years of Experience
Spring, TX
BrokerSells Insurance

Donald Mitcham is a CFP, ChFC-designated registered investment advisor, based in Spring, TX, with 41 years of industry experience.

Location

21025 Spring Brook Plaza Drive, Spring, TX, 77379

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History

Regulatory History
Clean regulatory record

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.

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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
February 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
January 1997 - February 2025 · 28 yrs 1 mo
Concourse Financial Group Securities, INC.Broker
January 1997 - February 2025 · 28 yrs 1 mo
Sunamerica Securities, INC.Broker
October 1994 - December 1996 · 2 yrs 2 mos
Sunpoint Securities, INC.Broker
September 1994 - October 1994 · 1 mo
Murchison Investment Bankers, INC.Broker
March 1990 - October 1994 · 4 yrs 7 mos
Travelers Equities Sales, INC.Broker
October 1986 - March 1990 · 3 yrs 5 mos
W. S. Griffith & CO., INC.Broker
February 1985 - October 1986 · 1 yr 8 mos
State Registrations6 states
COFLNJNVPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Donald Mitcham - Financial Advisor | TrueAdvisor