Cole Mitchell (CRD# 7260367) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, GA and has 1 year of experience in the finance industry.
CRD# 2984227
Wells Fargo Advisors
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Albany, GA | May 2023 - Current | 1 |
University Of Georgia | Athens, GA | Aug 2022 - May 2023 | < 1 |
Novare Group | Atlanta, GA | May 2022 - Aug 2022 | < 1 |
University Of Georgia | Athens, GA | Aug 2021 - May 2022 | < 1 |
Renasant Bank | Albany, GA | May 2021 - Aug 2021 | < 1 |
University Of Georgia | Athens, GA | Aug 2020 - May 2021 | < 1 |
Renasant Bank | Albany, GA | May 2020 - Aug 2020 | < 1 |
University Of Georgia | Athens, GA | Aug 2019 - May 2020 | < 1 |
Dj's Ii Car Wash | Albany, GA | May 2019 - Aug 2019 | < 1 |
Abraham Baldwin Agricultural College | Tifton, GA | May 2018 - May 2019 | 1 |
Deerfield Windsor School | Albany, GA | Aug 2012 - May 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- GA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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