Jason Mullins (CRD# 5463088) is an Investment Advisor Representative working at Dai Wealth, LLC in Albuquerque, NM and has over 16 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2376474
Cuso Financial Services
CRD# 4186264
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dai Securities, LLC | Atlanta, GA | Dec 2022 - Current | 1 |
| Dai Wealth, LLC | Atlanta, GA | Dec 2022 - Current | 1 |
| Scf Securities, Inc. | Fresno, CA | Dec 2016 - Dec 2022 | 6 |
| Scf Investment Advisors, Inc. | Fresno, CA | Dec 2016 - Dec 2022 | 6 |
| Fsc Securities Corporation | Albuquerque, NM | Dec 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- NM
- OK
- TX
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Total Assets Under Management153MILLIONS
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Total Number of Accounts1,073ACCOUNTS
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Average Account Value$142,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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