MM
MM

Michael Dale Mitchell

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,006 clients
Average Client Portfolio
$201K average
Assets Under Management
$202.0M

Fee Structure

Minimum Annual Fee:$1,200
Loading...

Location

Greenville, IL

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 Activities

Michael works as a Product Manager for Eurofins Pharma Discovery Service since 2016, assessing drug safety and efficacy for pharmaceutical customers. This is his primary employment, taking up most of his time.

Employment History
Current Registrations
Values First Advisors, INC.
November 2010 - Present · 15 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.