Jimmy
Mullins

Cambridge Investment Research Advisors, Inc

CRD#2325029
Investment Advisor
in San Diego, CA
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About this Advisor

Jimmy Mullins is a certified financial planner operating in San Diego, California, who has 16 years of work experience. Mullins is an employee of Cambridge Investment Research Advisors, Inc. The advisor has gained experience at Mullins Wealth Advisors, Jim Mullins- Clu, Cfp, Cambridge Investment Research, Inc and Cambridge Investment Research Advisors, Inc. Mullins has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Cambridge Investment Research Advisors, Inc is an advisory firm that has its headquarters in San Diego, California. The firm has offices in 1,728 locations and a total of 2,672 employees. It controls $40 billion in total assets across its 225,374 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 175 charitable organizations. Of its 225,374 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fee types charged by Cambridge Investment Research Advisors, Inc likely consist of any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

350 10Th Avenue Suite 1000
San Diego, CA 92101

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$40,310,842,455

CA Average: $9,259,360,772
Total Number of Employees

2,672

CA Average: 166
Total Number of Accounts

225,374

CA Average: 7,189
Average Account Size

$178,862

CA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Jimmy Mullins Work History

Jimmy has 16 years of experience.

2008 - Present (11 years)

Cambridge Investment Research, Inc

2008 - Present (11 years)

Cambridge Investment Research Advisors, Inc

2003 - Present (16 years)

Jim Mullins- Clu, Cfp

2002 - Present (17 years)

Mullins Wealth Advisors

Disclosures

Jimmy Mullins has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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