John MauldinCRD Number: 1945566
Current Firm: Cmg Capital Management Group, Inc.
John Mauldin (CRD# 1945566) is an Investment Advisor Representative working at Cmg Capital Management Group, Inc. in Dallas, TX and has over 31 years of experience in the finance industry.
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Cmg Capital Management Group Inc.||King Of Prussia, PA||Jun 2018 - Current||2|
|Mauldin Economics, LLC||Dallas, TX||Feb 2012 - Current||8|
|Mauldin Management, Inc.||Dallas, TX||May 2004 - Current||16|
|Mauldin Securities, LLC||Dallas, TX||Aug 2002 - Current||18|
|Business Marketing Group, Inc.||Dallas, TX||May 1989 - Current||31|
|Mauldin Solutions, LLC||Dallas, TX||Sep 1999 - Jun 2018||18|
|Millennium Wave Tactics, LLC||Dallas, TX||Sep 2011 - Jun 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management303MILLIONS
Total Number of Accounts1,546ACCOUNTS
Average Account Value$195,818
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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