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Alesia Amelia Mullis

Churchill Financial, LLC

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About Alesia Amelia Mullis

Alesia Amelia Mullis is a registered investment advisor representative with Churchill Financial, LLC. Alesia has been in the industry since 1997 and has held various positions in the financial services industry. Currently, Alesia is also the President and CCO of Churchill Financial Advisors, LLC. Alesia is licensed in Arkansas, Indiana, Kentucky and Texas. Alesia has a diverse range of experience, with a focus on individual and business portfolio management.

Firm Information

Alesia Mullis is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alesia Mullis’s Registration & Firm History

KY

06/25/2024 - Present

Churchill Financial, LLC (LOUISVILLE KY)

OH

11/26/1996 - 11/10/1998

WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)

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Licenses & Designations

BOTH

Issued 09/24/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 11/17/2000

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/21/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alesia Amelia Mullis.
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