MM
CFA
MM
CFA

Mitchell Austin Mclaurin

5 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
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Location

5601 Granite Parkway, 13th Floor, Plano, TX, 75024

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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.

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Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2019 - November 2021 · 2 yrs
State Registrations9 states
ARAZCOILKSMONMOKTX
Advisor
Exams
No exam information available for this advisor.
Mitchell Austin Mclaurin - Financial Advisor | TrueAdvisor