Jeffrey Mullen (CRD# 1705197) is an Investment Advisor Representative working at Madison Park Capital Advisors, LLC in Seattle, WA and has over 36 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Park Capital Advisors, LLC | Seattle, WA | Oct 2014 - Current | 9 |
| Rbc Capital Markets, LLC | Seattle, WA | Sep 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WA
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Total Assets Under Management259MILLIONS
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Total Number of Accounts1,063ACCOUNTS
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Average Account Value$244,002
- A percentage of assets under your management
- 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
AK, AL, AZ, CA, ID, MN, OR, TX, WA
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