Robert
Mitchell
Osaic Wealth, Inc
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About this Advisor
Robert Mitchell is a financial advisor based in Nashville, Tennessee, working with Osaic Wealth, Inc. Robert has previously held positions at Mitchell And Associates, Farming, Commercial Property Management, Athletic Clubs, Transamerica Financial Advisors, Inc, Edgewood Financial Network, Signator Investors, Inc, and Osaic Wealth, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Florida, Georgia, Illinois, Maine, Mississippi, Nebraska, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, and Tennessee. Currently, Robert is part of Osaic Wealth, Inc, which operates out of Nashville, Tennessee. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Mitchell Work History
Osaic Wealth, Inc
Edgewood Financial Network
Athletic Clubs
Mitchell And Associates
Farming
Commercial Property Management
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Robert Mitchell 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 Osaic Wealth, Inc
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