Daniel MulveyCRD Number: 1976010
Current Firm: Trinity Fiduciary Partners, LLC
Daniel Mulvey (CRD# 1976010) is an Investment Advisor Representative working at Trinity Fiduciary Partners, LLC in Arlington, TX and has over 8 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Trinity Fiduciary Partners, LLC||Arlington, TX||Aug 2016 - Current||6|
|Fidelity Brokerage Services, LLC||Merrimack, NH||Dec 2014 - May 2016||1|
|National Financial Services LLC||Merrimack, NH||Dec 2014 - May 2016||1|
|Fidelity Investments Institutional Services Company, Inc.||Merrimack, NH||Dec 2014 - May 2016||1|
|Pyramis Distributors Corporation LLC||Merrimack, NH||Apr 2014 - May 2016||2|
|Fidelity Investments||Merrimack, NH||Sep 2011 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Nov 2020|
Total Assets Under Management105MILLIONS
Total Number of Accounts146ACCOUNTS
Average Account Value$719,314
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, NC, TX
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