Owen MulvaneyCRD Number: 1380809
Current Firm: Investacorp Advisory Services Inc.
Owen Mulvaney (CRD# 1380809) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Mars, PA and has over 32 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Investacorp Advisory Services||Miami, FL||Mar 2015 - Current||2|
|Investacorp Inc.||Miami, FL||Mar 2015 - Current||2|
|Ameriprise Financial Services, Inc.||Boca Raton, FL||Aug 2011 - Feb 2015||3|
|Morgan Keegan And Company, Inc.||Fort Lauderdale, FL||Feb 2008 - Aug 2011||3|
|Stifel, Nicolaus & Company, Incorporated||Boca Raton, FL||Jul 2007 - Feb 2008||< 1|
|Ryan Beck & Co||Boca Raton, FL||Mar 2003 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||May 1998|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Judgments / Liens
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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