Amy Mullvain, financial advisor Knoxville TN

Amy Mullvain

CRD Number: 3024693
Current Firm: Valic Financial Advisors, Inc.

Amy Mullvain (CRD# 3024693) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Atlanta, GA May 2023 - Current < 1
Agia Houston, TX May 2023 - Current < 1
Lpl Financial, LLC Gainesville, GA Jun 2021 - May 2023 1
Ifg Advisory, Llc D/b/a Strong Gaddy Lee Wealth Management Gainesville, GA Jun 2021 - May 2023 1
Arista Advisory Group, LLC Alpharetta, GA Jun 2018 - May 2021 2
Arista Consulting Group Alpharetta, GA Feb 2017 - May 2021 4
Crabapple First Baptist Church Alpharetta, GA May 2010 - Feb 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Sep 2021
Contact Info for Amy L. Mullvain
Phone Number: 866-544-4968
Registered State(s):
  • AL
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • KY
  • MD
  • MI
  • MN
  • MS
  • MO
  • NJ
  • NY
  • NC
  • OH
  • SC
  • TX
  • VA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    25,247
    MILLIONS
  • Total Number of Accounts
    302,501
    ACCOUNTS
  • Average Account Value
    $83,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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