Thoroughbred Financial Services
47yrs
Top advisor by experience in Brentwood
28yrs
Chris Mitchell
Financial advisor at Merrill
Based in Brentwood, Tennessee, Chris Mitchell is a fiduciary financial advisor with 28 years of industry experience. Chris has been with Merrill since 2009; before that, Chris spent seven years at Banc of America Investment Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 559 advisors with offices in Brentwood, and one of 485 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience at Merrill
Office201 Franklin Rd, Brentwood, TN 37027
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- 2009 – nowMerrillCurrent firm
- 2003 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask Chris
Tailored to Chris’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?
- 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 Chris
How do I contact Chris?
Call Merrill at 800-637-7455 and ask for Chris Mitchell. Chris works from the Brentwood, TN office.
How long has Chris been a financial advisor?
Chris has been in the industry since 1999, about 28 years. Top 20% by experience at Merrill.
What licenses does Chris hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chris a fiduciary?
Chris is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chris paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Chris 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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