Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bivings Mitchell is a financial advisor with over 37 years of experience in the industry. Robert Bivings Mitchell is currently registered with LPL Financial LLC and has been with the firm since April 2022. Robert Bivings Mitchell has previously worked at Stiefel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Robert Bivings Mitchell is a licensed securities agent in over 30 states and is also a registered investment advisor in North Carolina and Texas. Robert Bivings Mitchell specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
04/20/2022 - Present
LPL Financial LLC (GREENSBORO NC)
NC
05/08/2014 - 04/27/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (Greensboro NC)
NC
01/01/2008 - 05/09/2014
WELLS FARGO ADVISORS, LLC (GREENSBORO NC)
NC
05/26/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENSBORO NC)
NA
05/14/1988 - 06/19/1989
SHEARSON LEHMAN HUTTON INC.
NA
06/06/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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