Nedra Mitchell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Liberty, MO, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5 Victory Ln Ste 203, Liberty, MO, 64068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nedra owns real estate, including Prairie Noll Estates, and is a partner in Hill & Mitchell Group LLC, dedicating nearly full-time hours to the latter. She also runs Nedra Mitchell Photography and acts in a fiduciary capacity for the Craig and Nedra Mitchell Family Trust.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations20 states
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