Mitchell E. Blake

MITCHELL FINANCIAL PLANNING

Culver City, CA

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CRD#: 6619024

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 2016 - Present

MITCHELL FINANCIAL PLANNING

RIA

CRD#: 282976

Culver City, CA

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 2/12/2016

Uniform Investment Adviser Law Examination

Current Firm

MITCHELL FINANCIAL PLANNING

BLAKE, MITCHELL ERIC | MITCHELL FINANCIAL PLANNING

CRD#: 282976 / SEC#:

California

Registered Investment Advisory firm - (3/22/2016 Approved)

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Contact information

Main Address

Culver City, CA

Mailing Address

Phone number

(310) 413-6367

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Mitchell E. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MITCHELL FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2016

Current Firm

MITCHELL FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

MITCHELL FINANCIAL PLANNING

TRUST BUT VERIFY

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