Patrick Mullen (CRD# 4428339) is an Investment Advisor Representative working at Citizens Securities, Inc. in King Of Prussia, PA and has over 22 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | King Of Prussia, PA | May 2021 - Current | 2 |
| First National Bank Of Pa | Wyomissing, PA | Oct 2018 - May 2021 | 2 |
| Cetera Investment Advisers LLC | Wyomissing, PA | Oct 2018 - May 2021 | 2 |
| Cetera Investment Services LLC | St Cloud, MN | Oct 2018 - May 2021 | 2 |
| Pnc Investments | Pittsburgh, PA | Feb 2018 - Oct 2018 | < 1 |
| Key Investment Services LLC | Plymouth Meeting, PA | Sep 2017 - Feb 2018 | < 1 |
| Santander Securities LLC | San Juan, PR | Sep 2015 - Sep 2017 | 2 |
| Santander Bank Na | Shillington, PA | Aug 2015 - Sep 2017 | 2 |
| Cco Investment Services Corp. | Phoenixville, PA | May 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- FL
- NJ
- PA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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