Cantor Fitzgerald Investment Advisors
47yrs
Top advisor by experience in Lynchburg
4yrs
Maxx Mitchell
Financial advisor at Equitable Advisors
Based in Lynchburg, Virginia, Maxx Mitchell is a fiduciary financial advisor with 4 years of industry experience. Maxx has been with Equitable Advisors since 2022. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 156 advisors with offices in Lynchburg, and one of 147 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office121 Goldenrod Place, Lynchburg, VA 24502
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowEquitable Advisors, LLCCurrent firm
Contact Maxx
(212) 314-4600Firm headquarters in New York, NY. Ask for Maxx. 121 Goldenrod PlaceLynchburg, VA 24502Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Maxx
Tailored to Maxx’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
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About Maxx
How do I contact Maxx?
Call Equitable Advisors at (212) 314-4600 and ask for Maxx Mitchell. Maxx works from the Lynchburg, VA office.
How long has Maxx been a financial advisor?
Maxx has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Maxx hold?
Series 66. Tap any license on this page to see what it allows.
Is Maxx a fiduciary?
Maxx is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maxx paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Maxx 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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