Mitchell Glicksman is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 28 years of industry experience.
Location
8180 N Hayden Rd, Suite D203, Scottsdale, AZ, 85258
Get directionsHistory
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
Mitchell sells fixed insurance products since 1998, dedicating about 10% of his time, and is the owner of Evergreen Financial Associates, LLC, created for securities business, spending minimal time. He is also a co-owner of GimmeShelter AZ, LLC, managing residential real estate, and a life settlement agent for Lighthouse Life, spending minimal time on each.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
UBS Securities LLCBroker
State Registrations23 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.