Primerica Advisors
43yrs
Top advisor by experience in Largo
24yrs
Mitchell Nelson
Financial advisor at Cetera Investment Advisers
Based in Largo, Florida, Mitchell Nelson is a fiduciary financial advisor with 24 years of industry experience. Mitchell has been with Cetera Investment Advisers since 2024; before that, Mitchell spent four years at Rockdale Financial Services and five years at Stonex Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 74 advisors with offices in Largo, and one of 66 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors in Florida
OfficeLargo, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
- 2021 – 2026Rockdale Financial Services, Inc.Previously
- 2017 – 2021Stonex Advisors Inc.Previously
- 2012 – 2017Cetera Advisors LLCPreviously
- Apr 2011 – Mar 2012WRP Investments, Inc.Previously
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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 Mitchell
How do I contact Mitchell?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Mitchell Nelson. Mitchell works from the Largo, FL office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Florida.
What licenses does Mitchell hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell 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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