John
Mullen
Rb Capital Management, LLC
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About this Advisor
John Mullen is a financial advisor based in Walnut Creek, California, who has 7 years of relevant experience. Mullen is an employee of Rb Capital Management, LLC. Throughout their career, they have worked at Apw Capital, Inc, Crofton Capital Management, St. Mary'S College Of California and Rb Capital Management, LLC. Mullen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Rb Capital Management, LLC is an advisory company that has its headquarters in Reno, NV. The investment advisory business has offices in six locations and a total of 14 financial advisors. It handles $628 million in assets under management between its 1,267 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 1,267 client accounts, 30% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees are based on which services the firm provides the client. Fees charged by Rb Capital Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rb Capital Management, LLC Brokerage Details
$628,339,624
14
1,267
$495,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
John Mullen Work History
John has been registered as a financial advisor for 7 years.*
Rb Capital Management, LLC
Apw Capital, Inc
Crofton Capital Management
St. Mary'S College Of California
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Mullen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rb Capital Management, LLC
Walnut Creek, CA
Reno, NV
Kenwood, CA
West Harrison, NY
Shelton, CT
Burlingame, CA
Burlingame, CA
Burlingame, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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