MM
CFP
MM
CFP

Mitchell Mccann

33 Years of Experience
Morristown, TN
Broker

Mitchell Mccann is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Morristown, TN, with 33 years of industry experience. Mitchell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1833 W Morris Blvd, Ste 201, Morristown, TN, 37813

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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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Employment History
Current Registrations
Wells Fargo Advisors
May 2010 - Present · 16 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2002 - June 2009 · 7 yrs 2 mos
Wachovia Securities, INC.Broker
December 1992 - April 2002 · 9 yrs 4 mos
State Registrations23 states
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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.
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