Gerald Mitchell is a CFP-designated registered investment advisor, based in Long Beach, CA, with 10 years of industry experience.
Location
4821 E 2nd Street, Long Beach, CA, 90803
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is an advisory representative at CLG Wealth Management LLC, dedicating nearly full-time hours to financial planning. He is also the Head of Operations at JOHN D. CARTWRIGHT & ASSOC, INC, spending about 10-20% of his time providing services and support to independent advisors. Gerald also sells fixed/traditional insurance products through two entities, PKSF and Fixed Insurance, spending minimal time on each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Clg LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations18 states
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.