Mitchell Griffin (CRD# 3129686) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Starkville, MS and has over 25 years of experience in the finance industry.
CRD# 6155221
Lpl Financial LLC
CRD# 4904954
Ifg Advisory, LLC
CRD# 5619132
Phillips Wealth Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cb&s Financial Services (a Division Of Cb&s Bank) | Starkville, MS | Apr 2022 - Current | 2 |
| Concourse Financial Group Securities Inc. | Starkville, MS | Apr 2022 - Current | 2 |
| Lpl Financial LLC | Columbus, MS | Feb 2017 - Apr 2022 | 5 |
| Renasant Bank | Columbus, MS | Feb 2017 - Apr 2022 | 5 |
| Axa Advisors, LLC | New York, NY | Sep 1999 - Feb 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MS
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Total Assets Under Management4,373MILLIONS
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Total Number of Accounts20,957ACCOUNTS
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Average Account Value$208,666
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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