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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mullins is a financial advisor with over 40 years of experience in the industry. Timothy is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since May 2024. Prior to that, Timothy was with Wells Fargo Clearing Services, LLC for over 20 years and previously worked with First Union Capital Markets Corp. and J.C. Bradford & Co. Timothy holds both Series 7 and 63 licenses, as well as Series 65. Timothy also holds the Certified Financial Planner designation. Timothy specializes in working with high-net-worth individuals, corporations, and other businesses. Timothy currently provides services to clients in Virginia, Texas, and several other states.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
05/03/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
10/01/1999 - 05/03/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
NC
02/17/1982 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/23/1981 - 03/02/1982
J.C. BRADFORD & CO.
IA
Issued 02/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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