Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
8yrs
Robert Andrew Mitchell
Financial advisor at Raymond James & Associates
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office489 East Main, Lexington, KY 40507
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Feb 2026 – nowRaymond James & Associates, Inc.Current firm
- 2018 – 2026Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Raymond James & Associates at 727-567-1000 and ask for Robert Andrew Mitchell. Robert works from the Lexington, KY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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