Kevin MullenCRD Number: 6347753
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Mullen (CRD# 6347753) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 2 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Bank Of America, N.a.||Chandler, AZ||Sep 2014 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Jun 2014 - Current||3|
|Dental Resource Management||Phoenix, AZ||May 2013 - Jun 2014||1|
|Sports Media 101||Scottsdale, AZ||Jul 2012 - May 2013||< 1|
|Unemployed||Scottsdale, AZ||Apr 2012 - Jul 2012||< 1|
|Guaranty Title Agency||Scottsdale, AZ||Nov 2011 - Apr 2012||< 1|
|Unemployed||Scottsdale, AZ||Mar 2011 - Nov 2011||< 1|
|Acquity Group LLC||Scottsdale, AZ||Jan 2009 - Mar 2011||2|
|Unemployed||Scottsdale, AZ||Aug 2008 - Jan 2009||< 1|
|Balboa Capital Corporation||Scottsdale, AZ||Jan 2007 - Aug 2008||1|
|Unemployed||St. Charles, IL||Nov 2006 - Jan 2007||< 1|
|Kane County Chronicle||Geneva, IL||Aug 2006 - Nov 2006||< 1|
|Royal Fox Country Club||St. Charles, IL||Apr 2002 - Oct 2006||4|
|Michigan State University||East Lansing, MI||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.