Robert MitchellCRD Number: 1708172
Current Firm: Dukes Lane Investments LLC
Robert Mitchell (CRD# 1708172) is an Investment Advisor Representative working at Dukes Lane Investments LLC in Lincolnshire, IL and has over 34 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Dukes Lane Investments LLC||Lincolnshire, IL||May 2019 - Current||2|
|Unemployed||Lincolnshire, IL||Jan 2019 - May 2019||< 1|
|Bny Mellon||Chicago, IL||Dec 2013 - Dec 2018||5|
|Northern Trust Company||Chicago, IL||Feb 1988 - Nov 2013||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1987|
Total Assets Under Management36MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$3,997,287
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.