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Forrest Todd Mitchell

THE Leaders Group, Inc.

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About Forrest Todd Mitchell

Forrest Todd Mitchell is a financial advisor with The Leaders Group, Inc. based in Littleton, Colorado. Forrest began his career in the financial services industry in 2004 and holds Series 6 and Series 63 licenses. Forrest has experience working with clients in Georgia, Florida, and North Carolina and is registered to offer investment advice in several states.

Firm Information

Forrest Mitchell is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Forrest Mitchell’s Registration & Firm History

CO

01/02/2014 - Present

THE Leaders Group, Inc. (LITTLETON CO)

GA

03/26/2013 - 01/24/2014

SECURITIES AMERICA, INC. (SUWANEE GA)

GA

02/01/2008 - 04/11/2013

LINCOLN FINANCIAL SECURITIES CORPORATION (ATLANTA GA)

PA

08/24/2006 - 04/01/2008

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MA

08/10/2004 - 08/15/2006

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Forrest Todd Mitchell. Review regulatory record here.
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