Patrick Mullins (CRD# 2715010) is an Investment Advisor Representative working at Invesco Managed Accounts, LLC in Boston, MA and has over 27 years of experience in the finance industry. Patrick Mullins 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# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesco | Boston, MA | Jun 2022 - Current | 1 |
| Columbia Management Investment Distributors Inc. | Boston, MA | Nov 2017 - Jun 2022 | 4 |
| U.s. Trust, Bank Of America Private Bank | Boston, MA | Jan 2015 - Nov 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Oct 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- WA
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Total Assets Under Management17,544MILLIONS
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Total Number of Accounts7,462ACCOUNTS
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Average Account Value$2,351,139
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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