Thomas
Mullinix
Ameritas Advisory Services, LLC
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About this Advisor
Thomas Mullinix is a financial advisor who works out of Denver, Colorado with a total of 2 years of industry experience. Mullinix currently works for Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Investment Corp, Ameritas Life Insurance Corp, Tax Favored Benefits, C & R Brokerage, Inc, Foundational Financial Partners, Locus Real Estate & Capital, Ameritas Advisory Services, LLC, Tfb Advisors, LLC and Tm Investments, Inc. Mullinix maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Ameritas Advisory Services, LLC is a registered investment firm based in Lincoln, NE. It has offices in 248 locations and a total of 592 people on staff. It controls $9 billion in total assets among its 35,218 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 38 charitable organizations. Of its 35,218 client accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which service is provided. However, fee types charged by Ameritas Advisory Services, LLC likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
- Educational seminars/workshops
Thomas Mullinix Work History
Thomas has been registered as a financial advisor for 2 years.*
Tfb Advisors, LLC
Ameritas Advisory Services, LLC
Foundational Financial Partners
C & R Brokerage, Inc
Tm Investments, Inc
Ameritas Investment Corp
Ameritas Life Insurance Corp
Tax Favored Benefits
Locus Real Estate & Capital
*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 Thomas Mullinix 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 Ameritas Advisory Services, LLC
Lincoln, NE
Folsom, CA
San Ramon, CA
Sudbury, MA
Dewitt, MI
Placerville, CA
Los Angeles, CA
Dallas, TX
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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