Mitchell K Robinson
Professional Summary
Mitchell K Robinson, who also goes by Mitchell Kean Robinson, is a registered financial advisor currently at DRAWBRIDGE CAPITAL located in Tulsa, Oklahoma and LPL FINANCIAL LLC located in Tulsa, Oklahoma. Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Mitchell has worked at 11 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 31, Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mitchell Kean Robinson
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Current Firm
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
Contact Information
Main Address
7134 S.yale Ave Ste 700, Tulsa, OK 74136Phone Number
(918) 493-4190# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
979AUM (Assets Under Management)
$224,592,580Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC
Primary Firm SEC Registration
DRAWBRIDGE ASSET MANAGEMENT | REGENT FINANCIAL SERVICES, INC. | REGENT FINANCIAL SERVICES | DRAWBRIDGE CAPITAL, LLC | DRAWBRIDGE CAPITAL
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mitchell K Robinson's CRS (Customer Relationship Summary).
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LPL FINANCIAL LLC
CORNERSTONE WEALTH MANAGEMENT, LLC