Unclaimed
John Thomas Mullins is a financial advisor with over 30 years of experience in the industry. John has worked with several firms including LPL FINANCIAL LLC and Securities America, Inc. John currently works with Independent Financial Partners and is registered as a Registered Representative in Florida, Maryland, North Carolina, and Virginia. John's practice offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/31/2018 - Present
Independent Financial Partners (BOCA RATON FL)
FL
08/01/2011 - 05/23/2019
LPL FINANCIAL LLC (BOCA RATON FL)
FL
08/11/1994 - 08/05/2011
SECURITIES AMERICA, INC. (BOCA RATON FL)
NY
05/01/1992 - 08/16/1994
MONY SECURITIES CORP. (NEW YORK NY)
CA
05/25/1988 - 05/12/1992
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
05/25/1988 - 05/12/1992
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
08/19/1986 - 09/01/1987
BLINDER, ROBINSON & CO., INC.
BC
Issued 09/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Mullins is the right advisor for you? Invested Better is here to help.