MULLINS INVESTMENT SERVICES, LLC

PIEDMONT WEALTH MANAGEMENT
CULPEPER, Virginia·1 registered advisor·CRD# 155899
SEC# 801-1296221540-317-5372
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MULLINS INVESTMENT SERVICES, LLC

1 registered advisor
James Quintin Mullins
CULPEPER, Virginia
05

Office Locations

CULPEPER, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. MULLINS INVESTMENT SERVICES, LLC (CRD# 155899) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.