David Mitchell
David Mitchell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, TN, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
510 Columbia Ave, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a financial advisor and Vice President at FirstBank, dedicating about half his time to this role. He is also an employee of FB Wealth Partners, where he conducts his financial advisory business through Raymond James Financial Services, dedicating nearly full-time hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations22 states
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