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Trudy Mullins

32 Years of Experience
Denver, NC
Broker

Trudy Mullins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, NC, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2326 North Highway 16 Business, Rockefeller Centre - Suite 9, Denver, NC, 28037

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Trudy works as an employee at Elmore Financial Services, providing administrative and financial advisor support. She dedicates no time to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2014 - Present · 11 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
Vision Capital
June 2013 - September 2014 · 1 yr 3 mos
Fsc Securities Corporation
June 2013 - June 2013 · 0 mos
Fsc Securities CorporationBroker
October 2012 - September 2014 · 1 yr 11 mos
Queens Road Securities, LLCBroker
January 2001 - April 2012 · 11 yrs 3 mos
Aetna Investment Services, LLCBroker
October 1993 - January 2001 · 7 yrs 3 mos
Aetna Life Insurance and Annuity CompanyBroker
April 1993 - October 1993 · 6 mos
State Registrations7 states
FLGAIAMDNCSCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.