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Alexis Domanique Mitchell

Investment adviser representative at Golden Reserve Retirement, LLC
11 yearsExperience
1 stateRegistered in
$544.3MFirm assets
5 yearsFirm in business

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How the firm charges

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

Fixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Golden Reserve Retirement, LLCApr 2026 to now
  2. Pfs Investments Inc.Aug 2022 to Apr 2026
  3. Primerica Financial ServicesFeb 2022 to Apr 2026
  4. Herbalife NutritionMar 2021 to Feb 2022
  5. Bdo USAMay 2019 to Mar 2021
  6. Lake Erie CollegeAug 2015 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Golden Reserve Retirement, LLC

$544.3MAssets managed
2,008Clients
28Advisers
5 yearsIn 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
7616749
Firm CRD
283588
Advisor's SEC record (opens in a new tab)
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