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Larry R. Mitchell
Branch Manager / Registered Principal
Senior Vice President |
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Summary: Helping clients successfully plan for their financial future since 1983, Larry has a proven record of accomplishment, and exceptional experience. Larry provides an unmatched level of financial services. He began his career with Dean Witter Reynolds, now Morgan Stanley. Larry formed the Robert Harding Financial Group in 1994.
Education: Bachelor of Science, Business Administration (Harding University, 1974). Registered Representative (FINRA Series 7, 63, 1984 – Registered in various States). Registered Principal (FINRA Series 24, 1994). Municipal Fund Securites Limited Principal (FINRA Series 51, 2003). Life, Health, Disability Insurance (State of Arizona, various other States).
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Jeremy S. Mitchell, CFP®
Financial Planner / Portfolio Strategist
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Summary: Jeremy serves clients of the Robert Harding Financial Group as portfolio strategist and financial planner, creating custom client portfolios and written financial plans. He joined Robert Harding Financial in 2004. He began at the firm some years earlier as an Information Systems consultant. Graduating Summa Cum Laude in 2003, he received a Business Administration degree in Computer Information Systems.
Education: Bachelor of Business Administration, Computer Information Systems (Summa Cum Laude, Harding Unversity, 2003). Registered Representative (FINRA Series 7, 2004). General Securities Sales Supervisor (FINRA Series 9/10, 2004). Life, Health, Disability Insurance (State of Arizona, 2004). CERTIFIED FINANCIAL PLANNERTM certificant (CFP® Board of Standards, 2007).
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