John Mauldin, financial advisor Dallas TX

John Mauldin

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for John F. Mauldin
Phone Number: 610-989-9090
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    303
    MILLIONS
  • Total Number of Accounts
    1,546
    ACCOUNTS
  • Average Account Value
    $195,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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