Mitchell Robert Bordelon
Investment adviser representative at Dumaine Investments LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$227MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Dumaine Investments LLCJul 2024 to now
- Crescent Sterling, LtdFeb 2017 to now
- Hancock BankMay 2013 to Feb 2017
- Hancock Investment Services, Inc.May 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Dumaine Investments LLC
$227MAssets managed
156Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5900154
- Firm CRD
- 306481