Mitchell LoperCRD Number: 5424547
Current Firm: Raymond James & Associates, Inc.
Mitchell Loper (CRD# 5424547) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tuscaloosa, AL and has over 9 years of experience in the finance industry.
Jmf Capstone Wealth Management
Ameriprise Financial Services, Inc.
Raymond James & Associates, Inc.
|Raymond James & Associates, Inc.||Tuscaloosa, AL||Feb 2013 - Current||4|
|Morgan Keegan & Company, Inc.||Tuscaloosa, AL||Sep 2007 - Feb 2013||5|
|Birmingham-southern College||Birmingham, AL||Sep 2003 - Jun 2007||3|
|Alabama Forest Owner's Association||Birmingham, AL||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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