KM
CFP
KM
CFP

Kenneth Mullinax

21 Years of Experience
Cartersville, GA

Kenneth Mullinax is a CFP-designated registered investment advisor at Npv Advisory Services, LLC, based in Cartersville, GA, with 21 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum fee is 1.00% of invested assets and may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1202 N. Tennessee Street, Suite 303, Cartersville, GA, 30120

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Npv Advisory Services, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Npv Advisory Services, LLC
August 2014 - December 2016 · 2 yrs 4 mos
Mullinax Capital & Retirement Plan Svcs., LLC
March 2006 - December 2010 · 4 yrs 9 mos
Lane Mullinax, CFP, Cfs, Crps
February 2005 - December 2005 · 10 mos
Lane Mullinax, CFP, Cfs, Crps
August 2004 - December 2004 · 4 mos
American Express Financial Advisors, INC.
September 1999 - December 2003 · 4 yrs 3 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.