Robert MullisCRD 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.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|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|
Total Assets Under Management3,120MILLIONS
Total Number of Accounts14,326ACCOUNTS
Average Account Value$217,769
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.