Brian Mulkeen
Brian Mulkeen is a registered investment advisor at World Investment Advisors, LLC, based in Monroe, NY, with 48 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
Monroe, NY
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Regulatory History (3)
Regulatory
June 2017Regulatory
September 2015Regulatory
August 1979Other Business Activities
Brian works part-time as a residential landscaper/laborer for JP Landscaping, dedicating about 10-20% of his time to this activity. This work is performed on Saturdays during the landscaping season from April to November and is not investment-related.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
World Advisory Services
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLCBroker
All Funds, INC.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.