Mullooly Wealth Planning LLC

Mullooly Wealth Planning LLC (CRD# 324792) is a financial advisory firm headquartered in Clover, SC. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4341 Charlotte Highway, Suite 207, Clover, SC 29710
https://nextdoor.com/pages/mullooly-wealth-planning-llc-clover-sc/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Mullooly Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Mullooly, financial advisor Clover SC
Steven M. Mullooly
CRD#: 1868602
4341 Charlotte Highway, Suite 207, Clover, SC 29710

Steven Mullooly (CRD# 1868602) is an Investment Advisor Representative working at Mullooly Wealth Planning LLC in Clover, SC and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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