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Mitchell Allen Byrum

Investment adviser representative at S Harris Financial Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$404.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. S. Harris Financial Group, LLCMay 2017 to now
  2. Raymond James Financial Services Advisors, Inc.Sep 2020 to Oct 2024
  3. Raymond James Financial Services, Inc.Jun 2017 to Oct 2024
  4. Spirit of Texas BankAug 2013 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (TX).

S Harris Financial Group, LLC

$404.4MAssets managed
247Clients
6Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6812718
Firm CRD
151899
Advisor's SEC record (opens in a new tab)
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