HD Vest adds $240 million rep from Raymond James

Team led by accountant Richard Mitchen based in Baton Rouge, La.

FEB 28, 2018

By Bloomberg

Richard Mitchen, a certified public accountant and financial planner whose team had $240 million in assets under administration at Raymond James in Baton Rouge, La., has affiliated with HD Vest Financial Services. Mr. Mitchen, who spent 35 years at Raymond James, heads a team of four advisers and three support staff members. HD Vest, part of Blucora Inc., specializes in serving advisers with tax-oriented practices.

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