Unclaimed
Mitchell Roderick Tabor is a financial advisor with Valic Financial Advisors, Inc. Mitchell has been in the financial services industry since 2006. Mitchell is registered with the Securities and Exchange Commission (SEC) and holds a Series 6, Series 7 and Series 66 securities licenses. Mitchell is also registered with the state of Louisiana, Mississippi and South Carolina. Mitchell's primary office is located at 8545 United Plaza Boulevard Suite 220 in Baton Rouge, Louisiana.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
LA
03/20/2020 - Present
Valic Financial Advisors, Inc. (BATON ROUGE LA)
LA
12/14/2007 - 03/04/2008
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
08/22/2007 - 12/03/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
NA
12/17/1993 - 02/23/1994
FIRST INVESTORS CORPORATION
NA
04/13/1992 - 02/01/1993
FIRST INVESTORS CORPORATION
BOTH
Issued 09/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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