Mitchell Lothes
Mitchell Lothes is a registered investment advisor at Raymond James & Associates, INC., based in Bexley, OH, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2154 E. Main Street, Suite # 201, Bexley, OH, 43209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mitchell is the owner of Lothes Capital LLC, where he evaluates potential investment opportunities, and spends minimal time on it. He also owns rental real estate through TLKUK LLC, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations35 states
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