Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gordon Mullin is a financial advisor with Valley Wealth Strategies, LLC. Donald has been working in the financial industry for over 20 years and has experience with a variety of financial products and services. Donald is committed to providing his clients with personalized financial advice and guidance. Donald is registered with the state of California as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Valley Wealth Strategies, LLC (San Luis Obispo CA)
CA
11/29/2017 - 07/06/2021
LPL FINANCIAL LLC (LAKE FOREST CA)
CA
11/27/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (SAN LUIS OBISPO CA)
CA
08/13/2008 - 11/20/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
12/06/2005 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
TX
08/30/2004 - 12/20/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
09/13/2002 - 09/30/2004
ASSOCIATED SECURITIES CORP. (BOSTON MA)
TX
11/07/2001 - 09/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/07/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Donald Mullin is the right advisor for you? Invested Better is here to help.
