EM
CFP
EM
CFP

Eric Mitchen

10 Years of Experience
Baton Rouge, LA
Broker

Eric Mitchen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Baton Rouge, LA, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4757 Millwood Drive, Baton Rouge, LA, 70817

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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

Eric works as an employee for Richard E Mitchen, LLC, providing accounting services and tax preparation, dedicating about 10-20% of his time. He also works as an accountant for H&S Specialty Services, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
February 2022 - September 2025 · 3 yrs 7 mos
Avantax Investment Services, INC.Broker
January 2018 - September 2025 · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - January 2018 · 2 yrs 2 mos
State Registrations4 states
COFLLATX
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.
Eric Mitchen - Financial Advisor | TrueAdvisor