Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lynn Mullican is a financial advisor with over 15 years of experience in the financial services industry. Gregory is a Certified Financial Planner™ professional and holds the Series 6, 7, 63 and 65 securities licenses. Gregory is currently registered with Visionary Wealth Advisors, LLC as an Investment Advisor Representative. Gregory previously worked at Northwestern Mutual Investment Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gregory specializes in providing financial planning services to individuals, high-net-worth individuals, and corporations.
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.
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IL
01/13/2015 - Present
Visionary Wealth Advisors, LLC (EDWARDSVILLE IL)
IL
11/10/2008 - 01/12/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (glen carbon IL)
IL
06/27/2005 - 11/12/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)
WI
03/28/2000 - 06/08/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/02/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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