NM
NM

Nicholas Paul Mullally

15 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$81.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Loading...

Location

201 N Civic Dr, #180, Walnut Creek, CA, 94596

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Alamo Capital
December 2011 - Present · 14 yrs 2 mos
Alamo CapitalBroker
January 2010 - Present · 16 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.