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Mitchell Garrett

6 Years of Experience
Travelers Rest, SC
Broker

Mitchell Garrett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Travelers Rest, SC, with 6 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

42 Plaza Dr, Travelers Rest, SC, 29690

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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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Other Business Activities

Mitchell works as a financial advisor for Bank of Travelers Rest and Gateway Wealth Strategies. These roles each take about a quarter to half of Mitchell's time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Equitable Advisors, LLC
October 2019 - June 2021 · 1 yr 8 mos
Equitable Advisors, LLCBroker
October 2019 - June 2021 · 1 yr 8 mos
State Registrations3 states
FLSCUT
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.