Corey Mulholland, financial advisor Vineland NJ
90 score

Corey Mulholland

CRD Number: 6053563
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Corey Mulholland (CRD# 6053563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vineland, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Egg Harbor Township, NJ Nov 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Egg Harbor Twp, NJ Apr 2012 - Current 4
Lacas Coffee Pennsauken, NJ Jul 2011 - Apr 2012 < 1
Superclean Wenonah, NJ Mar 2008 - Apr 2012 4
Us Marine Corps Campe Lejeune, NC Jan 2003 - Oct 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Corey Mulholland
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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