CM
CM

Christen Mitchell

14 Years of Experience
Hattiesburg, MS
Broker

Christen Mitchell is a registered investment advisor at LPL Financial LLC, based in Hattiesburg, MS, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

6440 Us Hwy 98, Hattiesburg, MS, 39402

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Christen operates Riley Darby Wilson Private Wealth Management Group as a DBA for her LPL business since 2019. She also engages in direct sales for Rodan + Fields and works as an online ESL teacher, dedicating about 10-20% of her time to each. Additionally, Christen is involved in real estate rental through RDW Ventures, but spends minimal time on it.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2019 - Present · 6 yrs 11 mos
LPL Financial LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2012 - July 2019 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2011 - July 2019 · 7 yrs 7 mos
State Registrations20 states
AKALARAZCACODEFLGALAMDMOMSNCOHOKORTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.