AdvisorOS Directory
Claim Profile
Unclaimed Profile
WM

William Barrett Mullin

HOOVER FINANCIAL ADVISORS, INC.·MALVERN, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record24 years registeredHOOVER FINANCIAL ADVISORS, INC.
30 LIBERTY BLVD., MALVERN, PA 19355CRD# 2702894Firm CRD# 133979

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Barrett Mullin · MALVERN, PA
Registration
CRD #2702894 · HOOVER FINANCIAL ADVISORS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jul 2021 – present
HOOVER FINANCIAL ADVISORS, INC.
Oct 2017 – Jul 2021
MALVERN, PA
VILLANOVA FINANCIAL SERVICES, INC.
Aug 2007 – Sep 2017
MALVERN, PA
AXA ADVISORS, LLC
Jul 2002 – Jul 2007
PAOLI, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · July 30, 2002
Years registered · 24
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOOVER FINANCIAL ADVISORS, INC.
CRD 133979 · SEC 801-63867
AUM
$1.4B
Regulatory assets under management
Employees
21
2,958 client accounts
Services offered by HOOVER FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOOVER FINANCIAL ADVISORS, INC. →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MALVERN?

Browse all registered financial advisors in MALVERN, Pennsylvania or claim this profile if it's yours.

Browse MALVERN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Barrett Mullin offer?
William Barrett Mullin specializes in Financial Planning, Investment Management. Contact their office in MALVERN, Pennsylvania for a consultation.
What are William Barrett Mullin's credentials?
William Barrett Mullin holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Barrett Mullin located?
William Barrett Mullin is based in MALVERN, Pennsylvania, working with HOOVER FINANCIAL ADVISORS, INC.. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does William Barrett Mullin charge for services?
William Barrett Mullin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning administrative fees; assets under advisement;. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOOVER FINANCIAL ADVISORS, INC.?
HOOVER FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HOOVER FINANCIAL ADVISORS, INC.

Peter Kent Hoover
MALVERN, PA
CFP

More Advisors in MALVERN, Pennsylvania

John Ring Obrien
ONESOURCE RETIREMENT ADVISORS, INC.·MALVERN, PA
Matthew Clark Brancato
VANGUARD ADVISERS, INC.·MALVERN, PA
Ashlee Ann Thomson Bradbard
PACER ADVISORS, INC.·MALVERN, PA
Brian Keith Lureen
HERITAGE ADVISORY SERVICES, INC.·MALVERN, PA
Frederick William Mcnabb
THE VANGUARD GROUP, INC.·MALVERN, PA
Sarah Liane Houston
THE VANGUARD GROUP, INC.·MALVERN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)HARRISBURG (47)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile