Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mitchell is a wealth advisor with over 15 years of experience in the financial industry. He is registered as a broker-dealer and investment advisor, and holds multiple securities licenses. Robert works with clients to develop customized financial plans, including retirement planning. He also offers investment advisory services through his firm, TCP Asset Management, LLC. Robert has experience working with clients across a variety of financial needs, including individuals, high-net-worth individuals, and small 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.
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.
Solicitor's fees
1
2
TN
01/19/2017 - Present
TCP Asset Management, LLC (Thompson Station TN)
TN
04/12/2016 - 10/28/2016
SECURITIES AMERICA, INC. (Thompsons Stations TN)
TN
09/27/2004 - 04/13/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (THOMPSONS STATION TN)
IN
09/27/2004 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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