Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Mullins is an investment advisor representative who is registered with Valic Financial Advisors, Inc. Kevin has been in the financial services industry since 1990. Kevin has a wide range of experience and is committed to providing personalized financial advice to individuals, families, and businesses. Kevin works with individuals and families to develop financial plans that meet their specific needs and goals, including retirement planning, college savings, and estate planning. Kevin also provides investment management services, including portfolio management and asset allocation.
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.
Recommend wrap accounts to clients
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
NJ
04/20/2017 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
06/30/2008 - 10/09/2009
CADARET, GRANT & CO., INC. (HASBROUCK HEIGHTS NJ)
NJ
11/22/2006 - 07/01/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WAYNE NJ)
NJ
02/03/2006 - 11/07/2006
ESSEX NATIONAL SECURITIES, INC. (MONTVILLE NJ)
NY
06/14/2005 - 01/30/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
MA
10/20/2004 - 05/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
01/08/1999 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
PA
02/20/1996 - 12/17/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
03/07/1995 - 09/27/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
07/18/1994 - 03/10/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
04/04/1990 - 02/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/04/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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