Mitchell BordelonCRD Number: 5900154
Current Firm: Crescent Sterling Ltd.
Compensation Model: Fee Only
Mitchell Bordelon (CRD# 5900154) is a Portfolio Manager for Crescent Sterling, Ltd. Before joining CSL, Mitchell worked as a Financial Advisor for four years with Hancock Investment Services.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|Crescent Sterling, Ltd||Metairie, LA||Mar 2017 - Current||< 1|
|Hancock Investment Services, Inc.||Thibodeaux, LA||May 2013 - Feb 2017||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management145MILLIONS
Total Number of Accounts411ACCOUNTS
Average Account Value$353,579
- 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
AL, LA, MS, TX
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