Stacey Mullin is a registered investment advisor, based in Tampa, FL, with 24 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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.
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Stacey is a Compliance Associate Director at Concurrent Investment Advisors, LLC, dedicating full-time hours to compliance review. She also serves as a Board Member for MC Lax Inc., a non-profit organization focused on growing lacrosse in Manatee County, spending minimal time on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Nationwide Securities, LLC
Nationwide Investment Services CorporationBroker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Nationwide Investment Services CorporationBroker
State Registrations1 state
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.