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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Elbert Mullis is an investment advisor representative with Kestra Advisory Services, LLC, based in Austin, Texas. Michael has been in the industry since 1999 and is registered to provide investment advice in Alabama and Texas. Michael holds the Series 63, Series 7, Series 24, Series 99TO and SIE licenses. Michael is also a Personal Financial Specialist. Michael has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Michael's previous experience includes roles with Securities America, Inc. and LPL Financial LLC.
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.
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.
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
TX
09/21/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AL
11/15/2012 - 10/13/2023
SECURITIES AMERICA, INC. (VESTAVIA HILLS AL)
AL
11/04/1999 - 12/05/2012
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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