Robert Mitchell (CRD# 4852647) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Thompsons Station, TN and has over 19 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hyams And Associates | Brentwood, TN | Apr 2020 - Current | 4 |
| Riley Benefits And Investment Group | Spring Hill, TN | May 2018 - Current | 5 |
| Trendency Capital Partners | Spring Hill, TN | Jul 2017 - Current | 6 |
| Tcp Asset Management, LLC | Spring Hill, TN | Jul 2017 - Current | 6 |
| Tcp Asset Management, LLC | Spring Hill, TN | Jul 2017 - Current | 6 |
| Trendency Capital Partners | Springhill, TN | Jul 2017 - Current | 6 |
| Tcp Asset Management, LLC | Thompsons Station, TN | Jul 2017 - Current | 6 |
| Tcp Asset Management, LLC | Columbus, OH | Jan 2017 - Current | 7 |
| Robert M Mitchell Jr | Thompsons Station, TN | Dec 2016 - Current | 7 |
| Robert M Mitchell Jr Independent Insurance | Spring Hill, TN | Dec 2016 - Current | 7 |
| Robert M Mitchell Jr | Spring Hill, TN | Dec 2016 - Current | 7 |
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2016 - Current | 7 |
| Trendency Capital Partners | Thompsons Station, TN | Nov 2016 - Current | 7 |
| Independent Insuance Agent | Thompsons Station, TN | Mar 2016 - Current | 8 |
| Trendency Capital Management, LLC | Thompsons Stations, TN | Apr 2016 - Jan 2017 | < 1 |
| Securities America Inc. | Thompsons Station, TN | Apr 2016 - Oct 2016 | < 1 |
| Lincoln Financial Advisors Corporation | Thompsons Station, TN | Apr 2013 - Apr 2016 | 3 |
| Lincoln Financial Advisors | Thompsons Station, TN | Sep 2004 - Apr 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
-
Total Assets Under Management642MILLIONS
-
Total Number of Accounts3,634ACCOUNTS
-
Average Account Value$176,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.