David
Mulhearn
Advisors Financial, Inc
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About this Advisor
David Mulhearn is a financial advisor operating in Bridgewater, Virginia who has 4 years of relevant experience. Mulhearn currently works for Advisors Financial, Inc. Over the course of their career, they have held roles at Washington College, Advisors Financial, Inc, Kmart, Kiffle Kitchen Bakery and Nazareth Area High School. Mulhearn holds a Series 65 license, designating them as an investment advisor representative, and can operate in Virginia. Advisors Financial, Inc is a registered investment company operating out of Bridgewater, VA. It oversees $238 million in assets under management across its 713 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 713 client accounts, 43% belong to high-net-worth investors who have greater than $1 million in assets. Advisors Financial, Inc has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on the type of services. Fee types charged by Advisors Financial, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Financial, Inc Brokerage Details
$238,128,765
9
713
$333,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Mulhearn Work History
David has been registered as a financial advisor for 4 years.*
Advisors Financial, Inc
Washington College
Kmart
Washington College
Kiffle Kitchen Bakery
Nazareth Area High School
*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 David Mulhearn 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 Advisors Financial, Inc
Bridgewater, VA
Bridgewater, VA
Bridgewater, VA
Bridgewater, VA
Falls Church, VA
Bridgewater, VA
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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