Unclaimed
Justin Mitchell is a financial advisor at Calton & Associates, Inc. Justin has been working in the financial services industry since June 2007 and holds the Series 6 and SIE licenses. Justin has a strong background in financial planning, portfolio management, and investment advisory services. Justin has experience working with individuals, businesses, and retirement plans. Justin specializes in helping clients reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
LA
07/09/2019 - Present
Calton & Associates, Inc. (Baton Rouge LA)
LA
07/17/2017 - 07/09/2019
CAPITAL FINANCIAL SERVICES, INC. (Baton Rouge LA)
LA
10/06/2009 - 06/05/2017
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
11/05/2008 - 10/07/2009
MUTUAL SERVICE CORPORATION (BATON ROUGE LA)
LA
10/31/2008 - 11/06/2008
AIG FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
LA
05/01/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (BATON ROUGE LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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