Martin Mulligan, financial advisor Sun City Center FL

Martin Mulligan

CRD Number: 2491539
Current Firm: Payant Wealth Management Group

Martin Mulligan (CRD# 2491539) is an Investment Advisor Representative working at Payant Wealth Management Group in Sun City Center, FL and has over 29 years of experience in the finance industry. Martin Mulligan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Sarasota, FL Sep 2023 - Current < 1
Sagepoint Financial, Inc. Sun City Center, FL Sep 2019 - Current 4
Payant Wealth Management Group Sun City Center, FL Sep 2019 - Current 4
Fsc Securities Corporation Overland Park, KS Jan 1996 - Sep 2019 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
Contact Info for Martin J. Mulligan
Phone Number: 813-633-7333
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $381,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, IL, MI, NH, NJ, NY, PA, TX

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