Mitchell Brown, financial advisor Ridgeland MS

Mitchell Brown

CRD Number: 4916063
Current Firm: Harmon Financial Advisors, Inc.

Mitchell Brown (CRD# 4916063) is an Investment Advisor Representative working at Harmon Financial Advisors, Inc. in Ridgeland, MS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Harmon Financial Advisors, Inc. Flowood, MS Mar 2013 - Current 11
Brown Cpa, Pllc Ridgeland, MS Jan 2008 - Current 16
Mckenzie Cpa, Pllc Ridgeland, MS Jul 2016 - Feb 2019 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2009
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Mitchell C. Brown
Phone Number: 601-955-7554
Firm Website: http://www.harmonfa.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $753,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

LA, MS

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