Michael Mitchell, financial advisor Rochester Hills MI

Michael Mitchell

CRD Number: 7130989
Current Firm: Lpl Financial LLC

Michael Mitchell (CRD# 7130989) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester Hills, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Rochester Hills, MI Feb 2024 - Current < 1
Flagstar Bank Rochester Hills, MI Dec 2019 - Current 4
Infinex Investments, Inc. Meriden, CT Nov 2021 - Jan 2024 2
Unemployed Novi, MI Nov 2019 - Dec 2019 < 1
Hantz Group Southfield, MI Oct 2019 - Nov 2019 < 1
Unemployed Novi, MI Jun 2019 - Oct 2019 < 1
Hillsdale College Hillsdale, MI Sep 2015 - May 2019 3
Focus Homes Flat Rock, MI May 2017 - Aug 2018 1
Unemployed Novi, MI Jun 2015 - Aug 2015 < 1
Novi High School Novi, MI Sep 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Michael P. Mitchell
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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