Travis
Mitchell

Cetera Advisor Networks LLC

CRD#2190216
Investment Advisor
in Atlanta, GA

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About this Advisor

Travis Mitchell is a financial advisor based in Atlanta, Georgia with a total of 8 years of relevant experience. Mitchell is an employee of Cetera Advisor Networks LLC. The advisor has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Pnc Investments LLC, Cetera Investment Services LLC, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Investors Capital Corp, Legend Equities Corporation, Summit Brokerage Services, Inc, Girard Securities, Inc, Vsr Financial Services, Inc and Cetera Investment Advisers LLC. Mitchell maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Cetera Advisor Networks LLC is a registered investment business headquartered in El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 people on staff. It manages $47 billion in assets between its 192,956 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 664 charitable organizations. Of its 192,956 accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fee types billed by Cetera Advisor Networks LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3060 Peachtree Rd Nw 11Th Fl
Atlanta, GA 30305

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

GA Average: $7,578,581,321
Total Number of Employees

2,881

GA Average: 43
Total Number of Accounts

192,956

GA Average: 3,727
Average Account Size

$241,772

GA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Travis Mitchell Work History

Travis has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Cetera Investment Advisers LLC

2015 - Present (9 years)

Cetera Investment Services LLC

2015 - Present (9 years)

Cetera Advisors LLC

2015 - Present (9 years)

Cetera Advisor Networks LLC

2015 - Present (9 years)

Cetera Financial Specialists LLC

2015 - Present (9 years)

Summit Brokerage Services, Inc

2015 - 2022 (7 years)

First Allied Securities, Inc

2015 - 2016 (1 year)

Investors Capital Corp

2015 - 2016 (1 year)

Legend Equities Corporation

2015 - 2017 (2 years)

Girard Securities, Inc

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2013 - 2015 (2 years)

Pnc Investments LLC

2012 - 2013 (1 year)

Wells Fargo Bank Na

2012 - 2013 (1 year)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Travis Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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