PM
CFP
PM
CFP

Pamela Mitchell

18 Years of Experience
Naples, FL
Broker

Pamela Mitchell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Naples, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1421 Pine Ridge Road, Suite 300, Naples, FL, 34109

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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
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
December 2007 - August 2023 · 15 yrs 8 mos
UBS Financial Services INC.Broker
December 2007 - August 2023 · 15 yrs 8 mos
State Registrations20 states
ALCOCTFLGAILINMDMIMNMONCNMNYOHOKPARITXVA
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.