Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mullen is an investment advisor representative at RB Capital Management, LLC. John has been working in the financial services industry since February 17, 2014. John is registered with the state of California and holds the Series 66, SIE and Series 7 securities licenses. John specializes in providing financial planning and portfolio management services to individuals and families. John is also a registered investment advisor representative with Crofton Capital Management, LLC and provides financial advisory services.
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.
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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2
CA
01/08/2016 - Present
RB Capital Management, LLC (Walnut Creek CA)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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