Brent Mitcham is a CFP-designated registered investment advisor, based in Spring, TX, with 10 years of industry experience. Brent is also registered as a broker, so some compensation may come from commissions on products sold.
Location
21025 Spring Brook Plaza Drive, Spring, TX, 77379
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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
Brent works full-time at Strategic Financial Advisors, offering financial planning, annuity and life insurance, and mutual fund products. He is also Secretary/Treasurer at Mitcham Advisors LLC, dedicating minimal time to leadership, strategic planning, and operations management; and owns an insurance business, spending minimal time offering life, fixed annuity, and health insurance. Finally, Brent is a trustee for Arrow Real Estate Capital LLC, spending a few hours per week on real estate matters.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations4 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.
Exams
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