Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mullins is an investment advisor representative with Grove Point Advisors, LLC and has been in the industry since April 15, 1987. Patrick is registered with the state of Pennsylvania and holds the Series 63, Series 6 and SIE exams. Patrick specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. In addition to his role with Grove Point Advisors, LLC, Patrick also owns and operates Mullins Wealth Management Services, a life, health and disability insurance agency. Patrick has experience with Capital Analysts, Incorporated and Fidelity Equity Services Corporation.
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.
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.
1
2
PA
04/01/2021 - Present
Grove Point Advisors, LLC (Chester Springs PA)
PA
02/23/1995 - 11/03/2011
CAPITAL ANALYSTS, INCORPORATED (PHOENIXVILLE PA)
NA
04/16/1987 - 02/23/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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