Brian Mullins (CRD# 2729906) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 27 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mpwm Advisory Solutions, LLC | Oak Ridge, TN | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Oak Ridge, TN | Jun 2014 - Current | 9 |
| Private Advisor Group, LLC | Morristown, NJ | Jun 2014 - Jan 2021 | 6 |
| Invest Financial | Oak Ridge, TN | May 2012 - Jun 2014 | 2 |
| Ornl Federal Credit Union | Oak Ridge, TN | Jan 2001 - Jun 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- TN
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts779ACCOUNTS
-
Average Account Value$405,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, LA, NC, NH, NJ, NY, SC, TN, TX, WA
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