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Martin Jay Mulligan

AMERICAN PLANNING SERVICES, INC.·SUN CITY CENTER, Florida
Clean recordAMERICAN PLANNING SERVICES, INC.
1653 SUN CITY CENTER PLAZA, SUN CITY CENTER, FL 33573CRD# 2491539Firm CRD# 134854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Jay Mulligan · SUN CITY CENTER, FL
Registration
CRD #2491539 · AMERICAN PLANNING SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Martin Jay Mulligan is a registered financial advisor based in SUN CITY CENTER, Florida, affiliated with AMERICAN PLANNING SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AMERICAN PLANNING SERVICES, INC.
PAYANT WEALTH MANAGEMENT GROUP
AUM
$236M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at AMERICAN PLANNING SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2491539
Firm CRD# 134854
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Martin Jay Mulligan offer?
Martin Jay Mulligan specializes in Financial Planning, Investment Management. Contact their office in SUN CITY CENTER, Florida for a consultation.
What are Martin Jay Mulligan's credentials?
Martin Jay Mulligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Jay Mulligan located?
Martin Jay Mulligan is based in SUN CITY CENTER, Florida, working with AMERICAN PLANNING SERVICES, INC.. Their office serves clients in the SUN CITY CENTER metropolitan area and surrounding communities.
How does Martin Jay Mulligan charge for services?
Martin Jay Mulligan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN PLANNING SERVICES, INC.?
AMERICAN PLANNING SERVICES, INC. has approximately 6 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN PLANNING SERVICES, INC.

Glenn Krcmaric
SUN CITY CENTER, FL
Robyn Payant
SUN CITY CENTER, FL
Thomas Arthur Payant
SUN CITY CENTER, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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