Mitchell Lannon (CRD# 6871237) is an Investment Advisor Representative working at United Capital Financial Advisors in Lutherville-Timonium, MD and has over 5 years of experience in the finance industry. Mitchell Lannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Capital Financial Advisors, LLC | Irving, TX | Jun 2018 - Current | 5 |
Blenders Eyewear | San Diego, CA | Aug 2018 - Jun 2019 | < 1 |
Baltimore Country Club | Mays Chapel, MD | Jun 2016 - Oct 2018 | 2 |
Towson University | Towson, MD | Aug 2014 - Aug 2018 | 4 |
United Capital Financial Advisers, LLC | Newport Beach, CA | May 2017 - May 2018 | 1 |
Golfsmith International | Lutherville, MD | Mar 2013 - Dec 2017 | 4 |
Student | Timonium, MD | Sep 2008 - Aug 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- MD
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Total Assets Under Management17,693MILLIONS
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- 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
- 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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