Patrick Mitchell is a registered investment advisor, based in Athens, GA, with 33 years of industry experience.
Location
595 South Milledge Ave, Athens, GA, 30605
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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
Patrick is an independent insurance agent for various companies. He is also an advisory representative of a registered investment advisor (RIA), spending full-time hours on investment-related activities and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations15 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.