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Mitchell Brown

4 Years of Experience
Elizabeth City, NC
Broker

Mitchell Brown is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabeth City, NC, with 4 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

117 N Water St, Elizabeth City, NC, 27909

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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 an independent contractor and financial advisor for Cascade Financial Planning. This takes about half of Mitchell's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services, INC.Broker
November 2021 - Present · 4 yrs 8 mos
State Registrations7 states
AZFLINMDNCRIVA
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.
Mitchell Brown - Financial Advisor | TrueAdvisor