Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Mitchen is a financial advisor at Avantax Advisory Services, located in Baton Rouge, LA. Eric has been in the financial services industry for 7 years. Eric is a Certified Financial Planner® professional and holds the Series 7 and SIE licenses. Eric has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Eric is also a registered representative of Avantax Investment Services, Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
02/25/2022 - Present
Avantax Advisory Services (Baton Rouge LA)
LA
11/04/2015 - 01/22/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Mitchen is the right advisor for you? Invested Better is here to help.
