Anthony McMullenCRD Number: 4964511
Current Firm: Trust Advisory Group Ltd
Anthony McMullen (CRD# 4964511) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Woburn, MA and has over 15 years of experience in the finance industry.
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
The Cerato Group LLC
|Advisory Group Equity Services, Ltd.||Woburn, MA||Jun 2020 - Current||< 1|
|Kulch Insurance Group||Nashua, NH||Mar 2017 - Current||3|
|Paramount Financial Group||Nashua, NH||Dec 2015 - Current||4|
|Wood Associates||Nashua, NH||Jan 2015 - Current||5|
|Next Financial Group||Nashua, NH||Jun 2017 - Jun 2020||3|
|Davinci Capital Management Inc.||Nashua, NH||Feb 2015 - Jul 2016||1|
|Mml Investors Services||Bedford, NH||Apr 2011 - Feb 2015||3|
|Massmutual Life Insurance Company||Nashua, NH||Jun 2009 - Feb 2015||5|
|Wood Associates||Nashua, NH||Jan 2011 - Dec 2014||3|
|Mml Investors Services Inc.||Nashua, NH||Jun 2009 - Jan 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management408MILLIONS
Total Number of Accounts1,575ACCOUNTS
Average Account Value$258,884
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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