Mulligan Capital, Inc.
Mulligan Capital, Inc. (CRD# 143406) is a financial advisory firm headquartered in Tigard, OR. They manage $49,275,000 in 341 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts341ACCOUNTS
Average Account Value$144,501
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lynn McKelvey (CRD# 2447958) is an Investment Advisor Representative working at Mulligan Capital, Inc. in Tigard, OR and has over 14 years of experience in the finance industry.
John Mulligan (CRD# 1190392) is an Investment Advisor Representative working at Mulligan Capital, Inc. in Tigard, OR and has over 24 years of experience in the finance industry. John Mulligan 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.