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CFP
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CFP

Paul Mulholland

Private Advisor Group, LLC
28 Years of Experience
Lititz, PA
View SEC Summary
View SEC Summary

Paul Mulholland is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Lititz, PA, with 28 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lititz, PA

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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.

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Other Business Activities

Paul is involved in several business activities, including PD Captal Management LLC, Private Advisor Group, LLC, and Thomas Charles Wealth Management, LLC, all related to investment. He also teaches at Lancaster Bible College, dedicating about three-quarters of his time to this role.

Employment History
Current Registrations
Private Advisor Group, LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
September 2022 - November 2025 · 3 yrs 2 mos
Vanguard Advisers, INC.
October 2014 - July 2022 · 7 yrs 9 mos
Vanguard Advisers INC
July 1998 - May 2007 · 8 yrs 10 mos
Vanguard Marketing CorporationBroker
March 1998 - July 2022 · 24 yrs 4 mos
State Registrations1 state
PA
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.
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