Brigid Mulroy (CRD# 4258545) is an Investment Advisor Representative working at Duet Advisory Services LLC in Bingham Farms, MI and has over 23 years of experience in the finance industry. Brigid Mulroy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Star Of The Smokies, LLC | Walland, TN | Jan 2021 - Current | 3 |
| Duet Advisory Services LLC | Bingham Farms, MI | Jun 2016 - Current | 7 |
| Star Wealth Management Corp | Bingham Farms, MI | Aug 2003 - Current | 20 |
| Kahn & Mulroy, Pc | Bingham Farms, MI | May 1996 - Current | 27 |
| Private Client Services | Louisville, KY | Mar 2018 - Nov 2021 | 3 |
| Calton & Associates, Inc. | Bingham Farms, MI | Jun 2016 - Mar 2018 | 1 |
| Vsr Advisory Services | Overland Park, KS | Sep 2008 - Jun 2016 | 7 |
| Vsr Financial Services, Inc. | Overland Park, KS | Sep 2008 - Jun 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- CA
- MI
- TX
-
Total Assets Under Management239MILLIONS
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Total Number of Accounts776ACCOUNTS
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Average Account Value$308,450
- 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)
CA, MI, TX
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