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William Mullins

19 Years of Experience
Heathsville, VA
BrokerSells Insurance

William Mullins is a registered investment advisor, based in Heathsville, VA, with 19 years of industry experience.

Location

916 Canvasback Lane, Heathsville, VA, 22473

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is an investment advisory advisor at Interactive Financial Advisors, Inc., dedicating about half his time. He also works as an agent for Pinnacle Financial Planning, LLC, selling insurance products and providing tax preparation and college planning services, in addition to being a varsity head soccer coach.

Employment History
Current Registrations
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 8 mos
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Interactive Financial Advisors
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
February 2017 - September 2020 · 3 yrs 7 mos
Gwn Securities INC.Broker
March 2012 - January 2017 · 4 yrs 10 mos
Metlife Securities INC.Broker
December 2007 - February 2012 · 4 yrs 2 mos
World Group Securities, INC.Broker
November 2006 - December 2007 · 1 yr 1 mo
State Registrations1 state
VA
AdvisorBrokerBoth

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.
William Mullins - Financial Advisor | TrueAdvisor