Richard Mitchen
Richard Mitchen is a PFS-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Baton Rouge, LA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4757 Millwood Drive, Baton Rouge, LA, 70817
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is the owner of Teqpro Professional Services, Inc. and Richard E. Mitchen, CPA, LLC, where he spends a few hours per week and about half his time, respectively. He also sells annuities through Avantax Insurance Agency, LLC and Great American Life Insurance Company, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations22 states
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