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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 Lee Mitchell is a financial advisor with over 15 years of experience in the industry. Kevin Lee Mitchell currently works at Cary Street Partners, with an office location in Richmond, VA. Kevin Lee Mitchell has earned licenses in Series 7, Series 24, Series 27, Series 66, and Series 99TO exams. Kevin Lee Mitchell holds a current active registration with FINRA and the state of Virginia. Kevin Lee Mitchell specializes in serving high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Kevin Lee Mitchell is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Revenue sharing with certain third parties
1
2
VA
11/22/2010 - Present
Cary Street Partners (RICHMOND VA)
MO
05/11/2007 - 07/10/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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