Vic Mullet
Vic Mullet is a registered investment advisor at Centaurus Financial, INC., based in Laurel, MT, with 22 years of industry experience. Vic is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
Laurel, MT
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2014Other Business ActivitiesSells Insurance
Vic is the president of Guardian Alliance Financial Services and spends about half their time in this role. Vic also sells health and life insurance.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Investors Capital Advisory
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
State Registrations12 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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