Michael Mitchell has been an investment adviser representative at Values First Advisors since November 2010, and is not listed among the firm’s executive officers or direct owners. Michael Mitchell holds a B.S. in Biology from Greenville College and an M.S. in Biochemistry from Southern Illinois University.
Values First Advisors, Inc. is a Johnson City, TN firm with $215M under management, 967 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Michael D. Mitchell is Investment Analyst & Portfolio Manager of Values First Advisors. He has been a team member since the firm's inception in 2009 and serves on the investment committee. Mitchell has been researching and analyzing stocks for more than two decades, and worked for 15 years developing assays and analyzing drug targets at a pharmaceutical company. He is a former writer for the Motley Fool.
- Values First Advisors, Inc.Current– present · 15 yearsGreenville, IL · Adviser representative · Firm CRD 148532
Investment adviser representative registrations
Michael Mitchell is registered as an investment adviser representative in Illinois, since November 2010.
- IllinoisSince 15 November 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Dale Mitchell
- CRD
- 5836607
- Firm
- Values First Advisors · CRD 148532
- Office
- Greenville, IL
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- valuesfirst.com
Where does Michael Mitchell work?
Michael Mitchell is an investment adviser representative registered through Values First Advisors, Inc. since November 2010, and is not listed among the firm’s executive officers or direct owners.
Is Michael Mitchell a financial advisor?
Yes. Michael Mitchell has a current investment-adviser registration in Illinois, through Values First Advisors since November 2010.
How many years of experience does Michael Mitchell have?
Michael Mitchell has 15 years in the financial industry, since November 2010, across 1 adviser firm.
What exams has Michael Mitchell passed?
Michael Mitchell passed the Series 65 in November 2010.
Where is Michael Mitchell based?
Michael Mitchell’s registered office is in Greenville, IL.
Is Michael Mitchell registered with FINRA?
No. Michael Mitchell has no current broker registration.
How can I verify Michael Mitchell’s record?
Search CRD 5836607 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Mitchell’s full registration record.
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