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John David Mitchell

Advisor Resource Council

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About John David Mitchell

John David Mitchell is a financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner™ professional and is currently registered with Advisor Resource Council. John has a strong background in investment advisory services, providing financial planning and portfolio management for individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. John has a history of working with LPL Financial LLC for over 26 years prior to joining Advisor Resource Council.

Firm Information

John Mitchell is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Mitchell’s Registration & Firm History

OK

02/05/2015 - Present

Advisor Resource Council (Edmond OK)

OK

02/01/1994 - 09/08/2020

LPL FINANCIAL LLC (EDMOND OK)

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Licenses & Designations

IA

Issued 05/09/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/31/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Mitchell.
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