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David Brian Mitchell

Allstate Financial Services, LLC

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About David Brian Mitchell

David Brian Mitchell is a financial advisor with Allstate Financial Services, LLC. David holds the Series 6 and SIE licenses. David is registered in Florida. David has been working in the financial industry since September 21, 2006. Prior to joining Allstate Financial Services, LLC, David worked for VALIC FINANCIAL ADVISORS, INC. and PFS INVESTMENTS INC. David is currently located in LITHIA, FL and can be reached through Allstate Financial Services, LLC.

Firm Information

David Mitchell is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Mitchell’s Registration & Firm History

FL

08/28/2007 - Present

Allstate Financial Services, LLC (LITHIA FL)

TX

05/15/2006 - 05/30/2006

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

GA

02/11/2002 - 12/31/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Brian Mitchell.
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