Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fredrick Mullen is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC in both California and Texas. Previously, John worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in Indiana. John holds the Series 63, Series 24, SIE, Series 31 and Series 7 licenses. John is also a registered investment advisor and provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. John's specializations include retirement planning, college savings, estate planning, insurance, and investment management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/19/2005 - Present
LPL Financial LLC (DANVILLE CA)
IN
06/12/1990 - 01/09/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/12/1990 - 01/09/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Mullen is the right advisor for you? Invested Better is here to help.
