Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mullins is a financial advisor with over 35 years of experience in the industry. Michael is currently registered with LPL Financial LLC in New Braunfels, Texas. Michael is a licensed investment advisor and holds several professional designations including Series 6, 62, 26, and 63. Prior to joining LPL Financial, Michael was previously registered with AVANTAX INVESTMENT SERVICES, INC. Michael provides investment advisory services to a variety of clients including individuals, corporations, and charitable organizations. Michael offers a range of financial planning and investment management services to help clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/13/2024 - Present
LPL Financial LLC (NEW BRAUNFELS TX)
TX
04/26/1988 - 03/14/2024
AVANTAX INVESTMENT SERVICES, INC. (NEW BRAUNFELS TX)
BC
Issued 04/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Mullins is the right advisor for you? Invested Better is here to help.
