Michael MitchellCRD Number: 1013171
Current Firm: Lpl Financial LLC
Michael Mitchell (CRD# 1013171) is an Investment Advisor Representative working at Lpl Financial LLC in Shelby, NC and has over 34 years of experience in the finance industry.
Cetera Advisor Networks LLC
1st Global Advisors Inc.
Questar Asset Management, Inc.
|Lpl Financial, LLC||Shelby, NC||Nov 2007 - Current||8|
|New England Financial||Charleston, SC||Aug 2002 - Nov 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- Educational seminars/workshops
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