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Mitchell Eric Blake

MITCHELL FINANCIAL PLANNING
CULVER CITY, CA
·CRD# 6619024·10 years experience

Professional Summary

Mitchell Eric Blake is a registered financial advisor currently at MITCHELL FINANCIAL PLANNING located in Culver City, California. Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Mitchell has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

MITCHELL FINANCIAL PLANNING·CRD# 282976
RIA
Culver City, CA
March 22, 2016 - Present

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Current Firm

MF
MITCHELL FINANCIAL PLANNING

BLAKE, MITCHELL ERIC | MITCHELL FINANCIAL PLANNING

CRD#: 282976
California
Registered Investment Advisory firm - California (3/22/2016 Approved)

Contact Information

Main Address

Culver City, CA

Phone Number

(310) 413-6367

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

STARTING IN JULY 2017 OCCASIONAL FINANCE-RELATED WORK IS PERFORMED FOR THE RAND CORPORATION ON AN HOURLY BASIS. THIS WORK IS NOT INVESTMENT-RELATED AND IS TYPICALLY AT THE DIRECTION OF THE RAND CFO. TIME DEVOTED TO THIS ACTIVITY IS TYPICALLY UNDER 50 HOURS PER YEAR.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(3/22/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Eric Blake's CRS (Customer Relationship Summary).

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