Robert Mitchell, who managed $410 million at Stifel in Greensboro, North Carolina, has joined LPL Financial’s Linsco employee channel. Mitchell and his team will open an office for the firm in that city.
An orphan who experienced homelessness as a young adult, Mitchell says his mission is to make a difference in the lives of as many people as possible by helping them as they work toward their financial goals. As a result, he does not set account minimums, LPL said in a press release.
Mitchell is joined by wealth associates Joanna Page and Jonathan Peters as well as registered client service associate Andrea Wisekal.
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Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
