Mitchell Robinson (CRD# 2371779) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 30 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adaptation Financial Advisors Inc. | Oklahoma City, OK | Oct 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2021 - Current | 2 |
| Drawbridge Capital (formerly: Regent Financial Services, Inc.) | Tulsa, OK | Feb 2016 - Oct 2021 | 5 |
| Lpl Financial LLC | Tulsa, OK | Jan 2013 - Oct 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
- OK
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, WY
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