Chad
Mullen
Advisory Services Network
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About this Advisor
Chad Mullen is a financial advisor based in Tampa, Florida, working with Advisory Services Network. Chad has previously held positions at The Vanguard Group, Inc, Legacy Planning Partners, Watchbox, Good N Plenty, Christiana Beer Outlet, Harrisburg Area Community College, West Chester University, Pequea Valley High School, Kestra Investment Services, LLC, Lincoln Investment, Capital Analysts, Drew Capital Group, and Advisory Services Network, LLC. Chad has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Chad is part of Advisory Services Network, which operates out of Tampa, Florida. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$6,818,718,908
215
24,286
$280,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Mullen Work History
Advisory Services Network, LLC
Drew Capital Group
Lincoln Investment
Capital Analysts
Kestra Investment Services, LLC
The Vanguard Group, Inc
Legacy Planning Partners
Watchbox
Christiana Beer Outlet
West Chester University
Harrisburg Area Community College
Good N Plenty
Pequea Valley High School
Disclosures
Please visit the SEC profile of Chad 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 Advisory Services Network
Atlanta, GA
Souderton, PA
Atlanta, GA
Atlanta, GA
Mequon, WI
San Antonio, TX
Merrimack, NH
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
