Edward Jones
26yrs
Top 10% by experience at Edward Jones
8yrs
Based in Dallas, North Carolina, Mitchell Roth is a fiduciary financial advisor with 8 years of industry experience. Mitchell joined Sovran Advisors in 2026, after three years at Vanguard Advisers and a year at LPL Financial. Mitchell holds the CFP® designation.
One of 4 advisors with offices in Dallas, and one of 4 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeDallas, NC
FirmSovran Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$440,191
Advisors at the firm62
States licensed ?1 state
Services through Sovran Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowSovran Advisors, LLCCurrent firm
- 2022 – 2026Vanguard Advisers, Inc.Previously
- Dec 2021 – Dec 2022LPL Financial LLCPreviously
- Jun 2020 – Dec 2021Equitable Advisors, LLCPreviously
- Oct 2018 – May 2020Ameriprise Financial Services, LLCPreviously
Contact Mitchell
(619) 281-9890Firm headquarters in San Diego, CA. Ask for Mitchell. Dallas, NCOffice · Get directions Firm websitewww.wealthadvisorysolutions.netIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- 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 Mitchell
How do I contact Mitchell?
Call Sovran Advisors at (619) 281-9890 and ask for Mitchell Roth. Mitchell works from the Dallas, NC office.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mitchell hold?
Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Sovran Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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