Justin
Mullins

Planmember Securities Corporation

CRD#4813693
Investment Advisor
in Austin, TX
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About this Advisor

Justin Mullins is a financial advisor working in Austin, Texas, who has 12 years of experience as a financial advisor. Mullins currently works for Planmember Securities Corporation. During their career, Mullins has held roles at Veritrust Financial, LLC, Vf Insurance Services LLC, Planmember Securities Corporation and Garden Wheel Enterprises. Mullins maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Planmember Securities Corporation is an advisory firm based out of Austin, Texas. The investment advisory business has offices in 57 locations and a total of 264 financial advisors. It oversees $4 billion in assets under management between its 66,069 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises two charitable organizations. The advisory firm provides a broad 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, educational seminars and other services. Fees for financial advice vary depending on the type of services offered. However, fees charged by Planmember Securities Corporation may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4611 Bee Caves Rd., Suite 110
Austin, TX 78746

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$4,180,872,712

TX Average: $7,578,581,321
Total Number of Employees

264

TX Average: 43
Total Number of Accounts

66,069

TX Average: 3,727
Average Account Size

$63,280

TX Average: $2,033,427

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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
  • Educational seminars/workshops
  • Other

Justin Mullins Work History

Justin has 12 years of experience.

2013 - Present (6 years)

Planmember Securities Corporation

2013 - Present (6 years)

Garden Wheel Enterprises

2010 - Present (9 years)

Vf Insurance Services LLC

2006 - 2013 (7 years)

Veritrust Financial, LLC

Disclosures

Justin Mullins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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