David Mullen (CRD# 7441905) is an Investment Advisor Representative working at Little House Capital, LLC in Braintree, MA and has over 3 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Little House Capital, LLC | Braintree, MA | Jun 2020 - Current | 3 |
| Entrepreneurshares | Boston, MA | Jun 2019 - Jun 2020 | 1 |
| University Of Massachusetts Amherst, Isenberg School Of Manageme | Amherst, MA | Aug 2015 - May 2019 | 3 |
| Milton High School | Milton, MA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MA
-
Total Assets Under Management532MILLIONS
-
Total Number of Accounts610ACCOUNTS
-
Average Account Value$872,272
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, ME, NH, NJ, OH, PA, RI, TX, VA
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