Billy Mitchell
Billy Mitchell is a registered investment advisor at Stratos Wealth Partners, LTD, based in West Monroe, LA, with 14 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
101 N. 2nd St. Suite 100A, West Monroe, LA, 71291
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
Billy operates his LPL business through Stratos Wealth Partners and Mitchell Money Management, dedicating full-time hours to investment advisory and financial planning. He also co-owns AB Food Mart, LLC and works as a technician for Cayli, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
State Registrations10 states
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.