Dba, Mullen Advisory

Dba, Mullen Advisory (CRD# 109646) is a financial advisory firm headquartered in Studio City, CA. They manage $52,276,465 in 132 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $396,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dba, Mullen Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Margaret Mullen
CRD#: 1499283
12522 Moorpark Street, Studio City, CA 91604
90
Wealthminder
score

Margaret Mullen (CRD# 1499283) is an Investment Advisor Representative working at Dba, Mullen Advisory in Studio City, CA and has 1 year of experience in the finance industry. Margaret Mullen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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