Samuel Mullen (CRD# 7214894) is an Investment Advisor Representative working at The Fairman Group, LLC in Chesterbrook, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fairman Group | Chesterbrook, PA | Nov 2019 - Current | 4 |
| Payne Capital Management | Blue Bell, PA | May 2019 - Oct 2019 | < 1 |
| Temple University | Philadelphia, PA | Aug 2015 - May 2019 | 3 |
| Upper Main Line Ymca | Berwyn, PA | Jun 2018 - Aug 2018 | < 1 |
| Payne Capital Management | Blue Bell, PA | May 2018 - Aug 2018 | < 1 |
| 1301 Services Inc. | Ambler, PA | Jan 2013 - Nov 2017 | 4 |
| Upper Main Line Ymca | Berwyn, PA | Jun 2017 - Aug 2017 | < 1 |
| Baldwin Property Management | Malvern, PA | May 2016 - Aug 2016 | < 1 |
| Giant Food Stores LLC | Malvern, PA | Dec 2014 - Aug 2015 | < 1 |
| Great Valley High School | Malvern, PA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- PA
-
Total Assets Under Management779MILLIONS
-
Total Number of Accounts994ACCOUNTS
-
Average Account Value$783,282
- 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
- Selection of other advisers (including private fund managers)
FL, NJ, PA
About Wealthminder
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 derived from SEC.gov data covering 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.
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.