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James Quintin Mullins

MULLINS INVESTMENT SERVICES, LLC·CULPEPER, Virginia
Clean recordMULLINS INVESTMENT SERVICES, LLC
131 W. DAVIS STREET, CULPEPER, VA 22701CRD# 3074374Firm CRD# 155899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Quintin Mullins · CULPEPER, VA
Registration
CRD #3074374 · MULLINS INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Quintin Mullins is a registered financial advisor based in CULPEPER, Virginia, affiliated with MULLINS INVESTMENT SERVICES, LLC. 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
MULLINS INVESTMENT SERVICES, LLC
PIEDMONT WEALTH MANAGEMENT
AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MULLINS INVESTMENT SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3074374
Firm CRD# 155899
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Quintin Mullins offer?
James Quintin Mullins specializes in Financial Planning, Investment Management. Contact their office in CULPEPER, Virginia for a consultation.
What are James Quintin Mullins's credentials?
James Quintin Mullins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Quintin Mullins located?
James Quintin Mullins is based in CULPEPER, Virginia, working with MULLINS INVESTMENT SERVICES, LLC. Their office serves clients in the CULPEPER metropolitan area and surrounding communities.
How does James Quintin Mullins charge for services?
James Quintin Mullins'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 MULLINS INVESTMENT SERVICES, LLC?
MULLINS INVESTMENT SERVICES, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
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Research
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