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Brett E. Mills
MRM FINANCIAL ADVISORS
Frisco, TX 75034
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CRD#: 6722617
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Professional summary
Brett E Mills is a registered financial advisor currently at MRM FINANCIAL ADVISORS, LLC located in Frisco, Texas.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brett has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 name of the other business is McCarthy, Rose & Mills, LLP. The business is not investment-related. The address is 3001 Dallas Pkwy, Ste 750 Frisco Texas, 75034. My position and title is Partner and I am an actively engaged Certified Public Accountant (CPA). I started in 2002 and spend about 1000 hours annually on managing the tax and accounting firm.
CRS (Client Relationship Summary) - RIA
Click below to view Brett E Mills's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 7, 2017 - Present
MRM FINANCIAL ADVISORS, LLC
Office #1: 3001 Dallas Pkwy Ste 750, Frisco, TX 75034RIA
CRD#: 290753
Frisco, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/7/2017)
Exams
Current Firm
MF
MRM FINANCIAL ADVISORS, LLC
MRM FINANCIAL ADVISORS, LLC
CRD#: 290753 / SEC#:
Texas
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Contact information
Main Address
3001 Dallas Pkwy Ste 750, Frisco, TX 75034
Mailing Address
Phone number
(214) 969-0400
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 50,491,180 |
Red Flags
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Company Information
MRM FINANCIAL ADVISORS, LLC
CRD#: 290753Frisco, TX 75034TRUST BUT VERIFY
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