Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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OK
02/05/2015 - Present
Advisor Resource Council (Edmond OK)
OK
02/01/1994 - 09/08/2020
LPL FINANCIAL LLC (EDMOND OK)
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
Active
Inactive
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