Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Mitchell is a financial advisor with over 10 years of experience in the industry. Billy is currently registered with Stratos Wealth Partners, Ltd. and has been with the firm since February of 2016. Billy provides investment advisory services through Stratos Wealth Partners, Ltd., an independent investment advisor firm. Prior to joining Stratos Wealth Partners, Ltd., Billy was with Capital One Investment Services LLC. Billy holds several professional licenses, including the Series 6, 7, and 63, and is a registered Investment Advisor Representative in both Louisiana and Texas. Billy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions. Billy is also a co-owner of AB Food Mart, LLC, a convenience store in West Monroe, Louisiana.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
LA
03/01/2016 - Present
Stratos Wealth Partners, Ltd. (WEST MONROE LA)
LA
01/02/2015 - 03/01/2016
CAPITAL ONE INVESTING, LLC (BATON ROUGE LA)
LA
06/03/2011 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MONROE LA)
IA
Issued 08/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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