ML
CFP
ML
CFP
Mitchell Lamchick
12 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Mitchell Lamchick is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2023Denied
Other Business Activities
Mitchell is a partner in Grand Slam 5, LLC, a family investment. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2013 - Present · 13 yrs 2 mos
Raymond James & Associates, INC.Broker
June 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
June 2013 - Present · 13 yrs 3 mos
State Registrations25 states
AZCACOCTDCDEFLGAILINMAMDNCNJNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.