Richard Mitchen, financial advisor Baton Rouge LA
93 score

Richard Mitchen

CRD Number: 1065032
Current Firm: H.d. Vest Advisory Services, Inc.

Richard Mitchen (CRD# 1065032) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Baton Rouge, LA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Baton Rouge, LA Jan 2018 - Current < 1
Hd Vest Insurance Agency, LLC Irving, TX Jan 2018 - Current < 1
Hd Vest Investment Services Baton Rouge, LA Jan 2018 - Current < 1
Teqpro Professional Services, Inc. Baton Rouge, LA Dec 2015 - Current 2
Richard E Mitchen Cpa LLC Baton Rouge, LA Jun 1981 - Current 36
Raymond James Financial Services Advisors, Inc. Baton Rouge, LA Jan 2009 - Jan 2018 9
Raymond James Financial Services, Inc. Baton Rouge, LA Aug 1982 - Jan 2018 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Richard E. Mitchen
Phone Number: 972-870-6135
Firm Website: https://www.hdvest.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    12,278
    MILLIONS
  • Total Number of Accounts
    56,222
    ACCOUNTS
  • Average Account Value
    $218,381
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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