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Trudy Bridges Mullins

VISION CAPITAL & MANAGEMENT·DAVIDSON, North Carolina
SIE, Series 6, Series 7, Series 63, Series 65Clean record13 years registeredVISION CAPITAL & MANAGEMENT
108 SOUTH MAIN, DAVIDSON, NC 28036CRD# 2185981Firm CRD# 118363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trudy Bridges Mullins · DAVIDSON, NC
Registration
CRD #2185981 · VISION CAPITAL & MANAGEMENT · 13 years registered
Brand Profile
Not yet started
01

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Oct 2014 – present
VISION CAPITAL
Jun 2013 – Sep 2014
DAVIDSON, NC
FSC SECURITIES CORPORATION
Jun 2013 – Jun 2013
DAVIDSON, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · June 7, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISION CAPITAL MANAGEMENT CORPORATION
CRD 118363 · SEC 801-66188
AUM
$159M
Regulatory assets under management
Employees
7
170 client accounts
Services offered by VISION CAPITAL MANAGEMENT CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISION CAPITAL MANAGEMENT CORPORATION →
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05

Frequently Asked Questions

What services does Trudy Bridges Mullins offer?
Trudy Bridges Mullins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAVIDSON, North Carolina for a consultation.
What are Trudy Bridges Mullins's credentials?
Trudy Bridges Mullins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trudy Bridges Mullins located?
Trudy Bridges Mullins is based in DAVIDSON, North Carolina, working with VISION CAPITAL & MANAGEMENT. Their office serves clients in the DAVIDSON metropolitan area and surrounding communities.
How does Trudy Bridges Mullins charge for services?
Trudy Bridges Mullins's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISION CAPITAL & MANAGEMENT?
VISION CAPITAL & MANAGEMENT has approximately 7 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISION CAPITAL & MANAGEMENT

Michelle Marie Atlas-Quinn
DAVIDSON, NC
Eric Lloyd Vogen
DAVIDSON, NC
CFP
Mary Jo Vogen
DAVIDSON, NC

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