Cole Joseph Mitchell
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Cole Joseph Mitchell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCMay 2023 to now
- University of GeorgiaAug 2022 to May 2023
- Novare GroupMay 2022 to Aug 2022
- University of GeorgiaAug 2021 to May 2022
- Renasant BankMay 2021 to Aug 2021
- University of GeorgiaAug 2020 to May 2021
- Renasant BankMay 2020 to Aug 2020
- University of GeorgiaAug 2019 to May 2020
- Dj's Ii Car WashMay 2019 to Aug 2019
- Abraham Baldwin Agricultural CollegeMay 2018 to May 2019
- Deerfield Windsor SchoolAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7260367
- Firm CRD
- 6413