Carson Advisory Group
45yrs
Top advisor by experience in Athens
34yrs
Patrick Mitchell
Full name on record: Patrick Blake Mitchell
Financial advisor at Cambridge Investment Research Advisors
Patrick Mitchell has worked in the financial industry for 34 years and is a financial advisor based in Athens, Georgia. After 13 years at Transamerica Financial Advisors, Patrick joined Cambridge Investment Research Advisors in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Georgia
Office595 South Milledge Ave, Athens, GA 30605
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- 2016 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2003 – 2016Transamerica Financial Advisors, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’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
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About Patrick
How do I contact Patrick?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Patrick Mitchell. Patrick works from the Athens, GA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1992, about 34 years. Top 9% by experience in Georgia.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick 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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