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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mitchell is a financial advisor with Captrust in Brentwood, TN. Kevin has over 12 years of experience in the financial services industry. Kevin holds the Series 7, Series 6, Series 63, and Series 66 securities licenses and is also a Certified Financial Planner. Prior to joining Captrust, Kevin worked at Trustcore Investments LLC and Park Avenue Securities LLC. Kevin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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.
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2
TN
12/22/2022 - Present
Captrust (Brentwood TN)
TN
02/08/2013 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
11/23/2011 - 02/13/2013
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
TN
08/13/2010 - 09/07/2011
NEW ENGLAND SECURITIES (NASHVILLE TN)
BOTH
Issued 05/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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