Mitchell Loper
Mitchell Loper is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tuscaloosa, AL, with 18 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
100 Towncenter Blvd., Suite 201, Tuscaloosa, AL, 35406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell acts as a POA/Personal Representative for his father, dedicating minimal time. He also owns shares in his family's business, The Westervelt Company, and is a partner/financial advisor at Warrior Investment Group LLC, dedicating about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations29 states
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