Mitchell J. Towne
Professional summary
Mitchell J Towne, who also goes by Mitchell Joseph Towne, Mitchell Jospeh Towne, is a registered financial advisor currently at LECLAIR WEALTH PARTNERS located in Dublin, Ohio.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mitchell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell J Towne's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 14, 2024 - Present
LECLAIR WEALTH PARTNERS
Office #1: 6515 Longshore Loop Suite 100, Dublin, OH 43017November 28, 2023 - November 4, 2024
RAYMOND JAMES & ASSOCIATES, INC.
August 29, 2023 - November 4, 2024
RAYMOND JAMES & ASSOCIATES, INC.
August 30, 2021 - June 22, 2023
LPL FINANCIAL LLC
July 9, 2021 - September 1, 2021
OSAIC FA, INC.
Primary Firm SEC Registration
LECLAIR WEALTH PARTNERS
CRD#: 332827 / SEC#: 801-131227
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/14/2024)
Exams
Series 7TO
Date: 7/9/2021
General Securities Representative ExaminationCurrent Firm
LECLAIR WEALTH PARTNERS
CRD#: 332827 / SEC#: 801-131227
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 527 |
| AUM (Assets Under Management) | $ 342,365,235 |
Red Flags
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