Mitchell Oliver is a registered investment advisor at LPL Financial LLC, based in Dalton, GA, with 17 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
2201 Executive Park Dr, Dalton, GA, 30720-3720
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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.
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Mitchell is involved in several business activities, including real estate rentals through Oliver Land Management, Oliver/Grammer LLC, and Oliver/Grammer Properties, taking minimal time. He also spends nearly all of his time as an IAR with Stratos Wealth Partners, LTD.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations21 states
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