Unclaimed
Mitchell Austin McLaurin is a registered investment advisor representative with Cavanal Hill Investment Management, Inc. Mitchell has been in the financial services industry since 2019 and has Series 63, 65, and SIE licenses. Mitchell previously worked at TIAA-CREF Individual & Institutional Services, LLC. Mitchell has a Bachelor of Science in Finance from the University of Texas at Dallas. Mitchell's primary focus is on providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/12/2022 - Present
Cavanal Hill Investment Management, Inc. (RICHARDSON TX)
TX
11/15/2019 - 11/11/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
IA
Issued 07/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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