Tripp Mullen is a CFP-designated registered investment advisor at LPL Financial LLC, based in Marietta, GA, with 28 years of industry experience. Tripp is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1640 Powers Ferry Road, Building 2, Suite 200A, Marietta, GA, 30067
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Regulatory History
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 →Other Business Activities
Tripp operates under several DBAs and entities related to his LPL business and investment advisory services through IFG Advisory, LLC. These activities collectively take up a significant portion of Tripp's time.
Employment History
Current Registrations
Ifg Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations16 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.
Exams
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