Timothy Mullin (CRD# 6625865) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Wingate Wealth Advisors, LLC | Lexington, MA | Sep 2021 - Current | 2 |
Boston University | Boston, MA | Aug 2020 - Aug 2021 | 1 |
Not Employed | Tyngsboro, MA | Mar 2020 - Aug 2020 | < 1 |
Fidelity Brokerage Services LLC | Merrimack, NH | Mar 2016 - Mar 2020 | 4 |
Power Home Remodeling Group | Waltham, MA | Aug 2015 - Jan 2016 | < 1 |
Massachusetts Baseball Umpire Association | Chelmsford, MA | Jan 2006 - Sep 2015 | 9 |
Dick's Sporting Good's | Nashua, NH | Sep 2013 - Aug 2015 | 1 |
Framingham State University | Framingham, MA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
S63 | Uniform Securities State Law Examination | Apr 2016 |
- MA
-
Total Assets Under Management1,214MILLIONS
-
Total Number of Accounts2,810ACCOUNTS
-
Average Account Value$432,014
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VT
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