Mitchell Bordelon, financial advisor Metairie LA
95 score

Mitchell Bordelon

CRD 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. 

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Company Name Location Dates Years
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
Contact Info for Mitchell R. Bordelon
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    411
    ACCOUNTS
  • Average Account Value
    $353,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, LA, MS, TX

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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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