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Michael Dale Mitchell

Values First Advisors, Inc.

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About Michael Dale Mitchell

Michael Mitchell is an Investment Advisor Representative at Values First Advisors, Inc. Michael has been in the industry since July 2009 and has a Series 65 license. Michael specializes in financial planning, portfolio management for individuals, and selection of other advisors. Michael also works as a Product Manager for Eurofins Pharma Discovery Services.

Firm Information

Michael Mitchell is currently registered with Values First Advisors, Inc.. Values First Advisors, Inc. is an investment advisor based in Gray, TN. The firm provides financial planning and portfolio management services to individuals and charitable organizations. As of December 31, 2022, the firm managed over $201 million in assets for 1,504 clients. Values First Advisors, Inc. is registered with the SEC and has been in business since 2008.
Values First Advisors, Inc.

101 OLD GRAY STATION ROAD

GRAY, TN 37615

$201.96M

Assets Under Management

1

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mitchell’s Registration & Firm History

IL

11/15/2010 - Present

Values First Advisors, Inc. (GREENVILLE IL)

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Licenses & Designations

IA

Issued 11/13/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Dale Mitchell.
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