TM
CFP
TM
CFP

Timothy Mullins

45 Years of Experience
Richmond, VA
Broker

Timothy Mullins is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 45 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9020 Stony Point Pkwy, Suite 385, Richmond, VA, 23235

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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 Activities

Timothy is a finance committee member and investment committee chairman for Feed More, and a trustee of a trust for his brother. He also has 100% ownership of 3Retrievers LLC (taking more than full-time) and 16.66% ownership in Sage Wealth Advisors LLC (a few hours per week).

Employment History
Current Registrations
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 1999 - May 2024 · 24 yrs 7 mos
Wells Fargo Advisors
June 1997 - May 2024 · 26 yrs 11 mos
First Union Capital Markets CORP.Broker
February 1982 - October 1999 · 17 yrs 8 mos
J.C. Bradford & CO.Broker
March 1981 - March 1982 · 1 yr
State Registrations30 states
AKALARAZCACOCTDCFLGAILINMAMDMIMONCNENHNJNMNYOHPARISCTXVAWAWY
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.