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FM

Franklin D. Mullins

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CRD#: 2614591
FM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Franklin David Mullins, who also goes by Frank Mullins, was a registered financial professional .

Franklin is a previously registered financial professional and started their career in finance in 1995. Franklin had worked at 9 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Mullins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 26, 2006 - November 13, 2007

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

May 18, 2005 - July 26, 2013

LEGACY WEALTH COUNSELORS

RIA
CRD#: 133703
WIMBERLEY, TX
Past

January 6, 2005 - September 6, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

August 5, 2003 - December 31, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 23, 2003 - September 1, 2005

CORNERSTONE FINANCIAL SERVICES, INC.

RIA
CRD#: 112278
WIMBERLEY, TX
Past

February 27, 2002 - August 6, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SPRINGFIELD, MA
Past

February 27, 2002 - August 6, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 14, 1999 - March 11, 2002

LUCIEN, STIRLING & GRAY FINANCIAL CORPORATION

BD
CRD#: 30554
AUSTIN, TX
Past

January 6, 1999 - July 21, 1999

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
CINCINNATI, OH
Past

January 29, 1998 - January 5, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
JERSEY CITY, NJ
Past

May 15, 1995 - January 29, 1998

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/12/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/2003
General Securities Principal Examination

Current Firm


GW
GRANT WILLIAMS L.P.
GRANT WILLIAMS L.P. | GWLP

CRD#: 45961 / SEC#: , 8-51249

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Phone number
(215) 432-7579
Established
Pennsylvania since 06/26/1998
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PORTFOLIO SOLUTIONS LLCSHAREHOLDER
GRANT, STEVEN TAYLORPRESIDENT, CEO, CCO, CFO826826
GRW, INC.GENERAL PARTNER

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GRANT WILLIAMS L.P.

CRD#: 45961

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