Robert Mullis, financial advisor Palm Beach Gardens FL

Robert Mullis

CRD Number: 5823174
Current Firm: Money Concepts Advisory Service

Robert Mullis (CRD# 5823174) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp. Palm Beach Gardens, FL Jun 2021 - Current 1
Cetera Adviser Networks LLC Boca Raton, FL May 2019 - Jun 2021 2
Cetera Advisors LLC Denver, CO May 2019 - Jun 2021 2
Cetera Financial Specialists LLC Schaumburg, IL May 2019 - Jun 2021 2
First Allied Securities, Inc. (fasi) San Diego, CA May 2019 - Jun 2021 2
Summit Brokerage Services, Inc. Boca Raton, FL May 2019 - Sep 2019 < 1
Citigroup Lic, NY Sep 2013 - Feb 2019 5
Pershing LLC Lake Mary, FL Jul 2010 - Jul 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Robert E. Mullis
Phone Number: 561-472-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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