Mitchell
Bordelon
Crescent Sterling LTD
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About this Advisor
Mitchell Bordelon is a certified financial planner based in Metairie, Louisiana, with 6 years of industry experience. Bordelon is an employee of Crescent Sterling LTD. During their career, the advisor has held roles at Hancock Investment Services, Inc, Hancock Bank and Crescent Sterling, LTD. Bordelon holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Louisiana, Mississippi and Texas. Crescent Sterling LTD is a business that has its headquarters in Metairie, LA. It has $205 million in assets between its 516 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 516 accounts, 24% belong to high-net-worth clients who have at least $1 million in assets. Crescent Sterling LTD provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Crescent Sterling LTD most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crescent Sterling LTD Brokerage Details
$205,000,000
7
516
$397,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Mitchell Bordelon Work History
Mitchell has been registered as a financial advisor for 6 years.*
Crescent Sterling, LTD
Hancock Investment Services, Inc
Hancock Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Bordelon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crescent Sterling LTD
Metairie, LA
Metairie, LA
Metairie, LA
Metairie, LA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.