Carla Muldoon, financial advisor Richmond VA

Carla Muldoon

CRD Number: 1885502
Current Firm: Cetera Investment Advisers LLC

Carla Muldoon (CRD# 1885502) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richmond, VA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Current 10
Cetera Investment Services LLC St Cloud, MN Jan 2001 - Current 23
Compulife Investor Services, Inc. Midlothian, VA Sep 1988 - Current 35
Compulife Inc. Richmond, VA Nov 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Carla A. Muldoon
Phone Number: 888-528-2987
Registered State(s):
  • NY
  • PA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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