J. Mullen
J. Mullen is a registered investment advisor at LPL Financial LLC, based in Melbourne Beach, FL, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
301 Ocean Ave. Suite C, Melbourne Beach, FL, 32951
Get directionsHistory
Regulatory History (2)
Financial
June 2018Financial
May 2017Other Business Activities
J. operates his LPL business through Mullen Financial Corp. since 2010. J. also rents out two rooms on AirBnB in his home, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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.