BM
CFA
BM
CFA

Bryan Mullin

5 Years of Experience
Santa Rosa Beach, FL

Bryan Mullin is a CFA-designated registered investment advisor at Palm View Investments, based in Santa Rosa Beach, FL, with 5 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location

327 S. Co Hwy 393, Ste 201C, Santa Rosa Beach, FL, 32459

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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

Bryan has ownership in several small businesses related to aviation, maintenance, and pet services. He spends about 10-20% of his time on these activities.

Employment History
Current Registrations
Palm View Investments
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Palm View Investments
February 2024 - December 2025 · 1 yr 10 mos
RBC Capital Markets, LLCBroker
October 2019 - February 2023 · 3 yrs 4 mos
State Registrations1 state
FL
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.
Bryan Mullin - Financial Advisor | TrueAdvisor