LM
CFP
LM
CFP

Laney Mitcham

28 Years of Experience
El Dorado, AR
Broker

Laney Mitcham is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in El Dorado, AR, with 28 years of industry experience. Laney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 W Main St., El Dorado, AR, 71730

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laney is a finance instructor at Southern Arkansas University, starting in August 2023. This requires a few hours per week, some of which occur during securities trading hours.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
September 2017 - Present · 9 yrs 1 mo
Benjamin F. Edwards & Company, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - September 2017 · 9 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - September 2017 · 9 yrs 8 mos
A. G. Edwards & Sons, INC.
June 2005 - January 2008 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
July 1998 - January 2008 · 9 yrs 6 mos
State Registrations16 states
ARCACOCTILKSKYLAMOMSNCNVOKPATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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