Unclaimed Profile

Marilyn Ann Mullenax

FINANCIAL INSIGHTS INC·TACOMA, Washington

Clean recordFINANCIAL INSIGHTS INC

3110 RUSTON WAY, SUITE C, TACOMA, WA 98402-5308CRD# 4953072Firm CRD# 108797

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marilyn Ann Mullenax · TACOMA, WA

Registration

CRD #4953072 · FINANCIAL INSIGHTS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marilyn Ann Mullenax is a registered financial advisor based in TACOMA, Washington, affiliated with FINANCIAL INSIGHTS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Marilyn

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

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

Firm Overview

Firm

FINANCIAL INSIGHTS INC

FINANCIAL INSIGHTS

AUM

$789M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL INSIGHTS INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4953072

Firm CRD# 108797

View on FINRA BrokerCheck →

Looking for a financial advisor in TACOMA?

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

Browse TACOMA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Marilyn Ann Mullenax offer?

Marilyn Ann Mullenax specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TACOMA, Washington for a consultation.

What are Marilyn Ann Mullenax's credentials?

Marilyn Ann Mullenax is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marilyn Ann Mullenax located?

Marilyn Ann Mullenax is based in TACOMA, Washington, working with FINANCIAL INSIGHTS INC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Marilyn Ann Mullenax charge for services?

Marilyn Ann Mullenax's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL INSIGHTS INC?

FINANCIAL INSIGHTS INC has approximately 16 employees and manages $789M 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 →