Patrick Mullins is a CFP-designated registered investment advisor, based in Franklin, MA, with 23 years of industry experience.
Location
Franklin, MA
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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
Invesco Managed Accounts, LLC
September 2022 - Present · 3 yrs 8 mos
Invesco Distributors, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
February 2018 - June 2022 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2009 - January 2015 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - January 2015 · 5 yrs 3 mos
Banc of America Investment Services, INC.Broker
December 2008 - October 2009 · 10 mos
Banc of America Investment Services, INC.
December 2008 - October 2009 · 10 mos
Cco Investment Services CORP.
November 2003 - December 2006 · 3 yrs 1 mo
Cco Investment Services CORP.Broker
August 2002 - December 2006 · 4 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
January 1997 - November 2001 · 4 yrs 10 mos
1784 Investor Services, INC.Broker
May 1996 - November 1996 · 6 mos
State Registrations1 state
WA
Advisor
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Exams
No exam information available for this advisor.