James "seamus" Mulloy
CRD Number: 2676919Current Firm: Comprehensive Physicians Retirement Investing
James "seamus" Mulloy (CRD# 2676919) is an Investment Advisor Representative working at Comprehensive Physicians Retirement Investing in Phoenix, AZ and has over 28 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Makkar Inc. | Phoenix, AZ | Jun 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- AZ
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts187ACCOUNTS
-
Average Account Value$160,428
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ
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