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Advisors / Texas / Justin
40yrs

Steven Mitchell

Financial advisor at Main Street Financial Advisors

Steven Mitchell has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Justin, Texas. Steven has been with Main Street Financial Advisors since 2016; before that, Steven spent two years at Cetera Investment Services and a year at Osaic Fa. Steven holds the CFP® designation.

One of 30 advisors with offices in Justin, and one of 30 fiduciaries.

Justin, TXCFP®Top advisor by experience in JustinFiduciary advisor
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At a glance

Experience40 years (since 1986)
How that compares ?Top advisor by experience in Justin
OfficeJustin, TX
How the firm is paid ?Percent of assets
Typical client at the firm ?$318,805
States licensed ?1 state

Services through Main Street Financial Advisors

Financial planningInvestment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
  2. Oct 2002 – Jun 2004
    Cetera Investment Services LLCPreviously
  3. Sep 2001 – Oct 2002
    Osaic Fa, Inc.Previously

Contact Steven

(817) 300-7526Main Street Financial Advisors main office Justin, TXOffice · Get directions

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Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Steven

How do I contact Steven?

Call Main Street Financial Advisors at (817) 300-7526 and ask for Steven Mitchell. Steven works from the Justin, TX office.

How long has Steven been a financial advisor?

Steven has been in the industry since 1986, about 40 years. Top advisor by experience in Justin.

What licenses does Steven hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

Main Street Financial Advisors reports being paid by a percentage of the assets they manage. Ask Steven for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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