Eric Mitchell (CRD# 5188105) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Macomb, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Plan Advisors, LLC | South Lyons, MI | Sep 2009 - Current | 14 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2008 - Current | 15 |
| Retirement Plan Advisors, LLC | South Lyons, MI | Jul 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- MI
- TX
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Total Assets Under Management1,472MILLIONS
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Total Number of Accounts9,654ACCOUNTS
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Average Account Value$152,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI
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