Peter MullinsCRD Number: 5541559
Current Firm: Vestor Capital, LLC
Ellis Wealth Advisors, LLC
Waddell & Reed
|Vestor Capital Securities, LLC||Chicago, IL||May 2013 - Current||4|
|Vestor Capital, LLC||Chicago, IL||May 2013 - Current||4|
|Bank Of America, Na||Oak Brook, IL||Nov 2009 - May 2013||3|
|Merrill Lynch||Oakbrook, IL||Jun 2009 - May 2013||3|
|The University Of Arizona||Tucson, AZ||Apr 2005 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Sep 2009|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management540MILLIONS
Total Number of Accounts1,025ACCOUNTS
Average Account Value$526,423
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MA, NC, NE, NY, PA, TX, WI
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