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Mitchell Gore

Advisor at Private Advisor Group, LLC

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Private Advisor Group, LLC logo

Firm

Private Advisor Group, LLC

Location

Albertville, AL 35950

Credentials

Series 63, Series 65

Industry experience

2 years

About

Mitchell Gore is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at LPL Financial, Citizens Bank & Trust, and Booz Allen Hamilton. Outside of his advisory duties, he is a notary public. Private Advisor Group, LLC manages over $41 billion for a diverse client base including individuals, trusts, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

112 Sand Mountain Dr. Nw

Albertville, AL 35950

Most active in

Alabama · Texas

Work history

Private Advisor Group, LLC

2024 - Present (2 years)

LPL Financial

2023 - Present (3 years)

Citizens Bank & Trust

2021 - Present (5 years)

Booz Alan Hamilton

2019 - 2021 (2 years)

Full time student-Jacksonville State University

2016 - 2019 (3 years)

Weathers Floor Covering

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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