Wells Fargo Advisors
46yrs
Top 1% by experience in Alabama
36yrs
Richard Mitchell
Financial advisor at Mitchell, McLeod, Pugh & Williams
Based in Mobile, Alabama, Richard Mitchell is a financial advisor with 36 years of industry experience. Richard has been with Mitchell, McLeod, Pugh & Williams since 2007; before that, Richard spent 14 years at Leavell Investment Management. Mitchell, McLeod, Pugh & Williams offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience36 years (since 1991)
How that compares ?Top advisor by experience at Mitchell, McLeod, Pugh & Williams
Office2610 Dauphin Street, Mobile, AL 36606
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.86 million
Advisors at the firm10
States licensed ?1 state
Services through Mitchell, McLeod, Pugh & Williams
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2007 – nowMitchell, McLeod, Pugh & Williams, Inc.Current firm
- 1992 – 2006Leavell Investment Management, Inc.Previously
Contact Richard
(251) 471-2027Mitchell, McLeod, Pugh & Williams main office 2610 Dauphin StreetMobile, AL 36606Office · Get directions Firm websiteHTTP://MMPW.COM
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Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Richard
How do I contact Richard?
Call Mitchell, McLeod, Pugh & Williams at (251) 471-2027 and ask for Richard Mitchell. Richard works from the Mobile, AL office.
How long has Richard been a financial advisor?
Richard has been in the industry since 1991, about 36 years. Top advisor by experience at Mitchell, McLeod, Pugh & Williams.
What licenses does Richard hold?
Series 63. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Richard paid?
Mitchell, McLeod, Pugh & Williams reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Richard 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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