MC
CFP
MC
CFP

Mitchell Custenborder

12 Years of Experience
Palm City, FL
BrokerSells Insurance

Mitchell Custenborder is a CFP-designated registered investment advisor, based in Palm City, FL, with 12 years of industry experience.

Location

Palm City, FL

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Mitchell owns a residential rental property in Scituate, MA, and is a partner in a junior golf business. Mitchell is also licensed to sell various types of insurance, including life, health, disability, long-term care, and annuity insurance, but is not currently selling.

Employment History
Current Registrations
World Investments, LLC
June 2024 - Present · 1 yr 11 mos
World Investment Advisors, LLC
June 2024 - Present · 1 yr 11 mos
World Investments, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2017 - June 2024 · 7 yrs 3 mos
Boston Harbor Wealth Advisors, LLC
January 2017 - October 2018 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
January 2017 - June 2024 · 7 yrs 5 mos
Edward Jones
February 2014 - January 2017 · 2 yrs 11 mos
Edward JonesBroker
October 2013 - January 2017 · 3 yrs 3 mos
State Registrations20 states
AZCACOCTFLILMANHNJNYOHOKPARISCTXVAVTWAWI
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.