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John Robert Mullett

Kestra Advisory Services, LLC

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About John Robert Mullett

John Robert Mullett is an investment advisor representative associated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. John has been in the securities industry since February 2010. John is registered in 18 states and has Series 7, Series 66, and SIE licenses. John is also a registered investment advisor representative in Ohio. John's advisory firm, Kestra Advisory Services, LLC, specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kestra Advisory Services, LLC also provides advisory services for pension and profit-sharing plans and corporations or other businesses.

Firm Information

John Mullett is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Mullett’s Registration & Firm History

OH

07/25/2019 - Present

Kestra Advisory Services, LLC (Millersburg OH)

OH

02/10/2010 - 07/25/2019

THE O.N. EQUITY SALES COMPANY (Danville OH)

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Licenses & Designations

BOTH

Issued 03/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Robert Mullett.
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