D.a. Davidson &
47yrs
Top 1% by experience in Seattle
41yrs
Gary Mitchell
Financial advisor at United Capital Financial Advisors
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Washington
Office601 Union Street Suite 5301, Seattle, WA 98101
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through United Capital Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2012 – nowUnited Capital Financial AdvisorsCurrent firm
- 1996 – 2013Paragon Investment Management Inc.Previously
- 1996 – 2010P.i.m., Inc.Previously
Questions to ask Gary
Tailored to Gary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gary
How do I contact Gary?
Call United Capital Financial Advisors at 972-822-2055 and ask for Gary Mitchell. Gary works from the Seattle, WA office.
How long has Gary been a financial advisor?
Gary has been in the industry since 1985, about 41 years. Top 3% by experience in Washington.
What licenses does Gary hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
United Capital Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gary for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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