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Shawn Mullarkey

14 Years of Experience
Harrisburg, PA
Sells Insurance

Shawn Mullarkey is a registered investment advisor at Taylor Securities Services, INC., based in Harrisburg, PA, with 14 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 767 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
767 clients
Average Client Portfolio
$329K average
Assets Under Management
$252.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3113 North Front Street, Harrisburg, PA, 17110

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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 ActivitiesSells Insurance

Shawn is a financial advisor for Taylor Retirement Services, Inc. and receives commissions from annuity and life insurance sales.

Employment History
Current Registrations
Taylor Securities Services, INC.
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Brookstone Capital Management LLC
February 2014 - January 2020 · 5 yrs 11 mos
Allstate Financial Advisors, LLC
August 2013 - February 2014 · 6 mos
Pfg Financial Advisors
February 2012 - October 2012 · 8 mos
Brookstone Capital Management LLC
February 2008 - March 2009 · 1 yr 1 mo
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.
Shawn Mullarkey - Financial Advisor | TrueAdvisor