Tiera
Mulligan
Traphagen Financial Group
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About this Advisor
Tiera Mulligan is a financial advisor working in Oradell, New Jersey with 10 years of relevant experience. Mulligan currently works for Traphagen Financial Group. Throughout their career, Mulligan has worked at Chase Investment Services Corp, Jpmorgan Chase Bank and J.P. Morgan Securities LLC. Mulligan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Traphagen Financial Group is an advisory firm headquartered in Oradell, NJ. It oversees $1 billion in total assets among its 1,720 customer accounts, making it one of the larger firms in the country by assets under management. The firm advises three charities and foundations. Of its 1,720 accounts, 18% are held by high-net-worth clients who have at least $1 million in investable assets. Traphagen Financial Group has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Traphagen Financial Group most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traphagen Financial Group Brokerage Details
$1,151,993,318
11
1,720
$669,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Tiera Mulligan Work History
Tiera has been registered as a financial advisor for 10 years.*
J.P. Morgan Securities LLC
Chase Investment Services Corp
Jpmorgan Chase Bank
*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 Tiera Mulligan 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 Traphagen Financial Group
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
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