Brian Mullally (CRD# 6124884) is an Investment Advisor Representative working at Trunorth Capital Management, LLC in Kalamazoo, MI and has over 11 years of experience in the finance industry.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovo Property Management, LLC | Traverse City, MI | May 2020 - Current | 3 |
| Trunorth Capital Management, LLC | Kalamazoo, MI | Oct 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- MI
-
Total Assets Under Management415MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$487,414
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, CO, FL, IL, MI, NH
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