Gilles + Mulard - Financial Advisor in Erie, PA

Paladin Research Report For:

Gilles Mulard

Mulard Wealth Management

2820 West 23rd Street
Suite 204 & 205
Erie, PA 16506

General Information

Firm Start Year
  • 2005
No.of Employees
  • 2-4
  • 4987956
Firm CRD#
  • 6413
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • OH, PA
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities


Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CRPC®
Securities Licenses
  • Series 66, Series 7

Firm Information

Firm's Number of Clients
  • Over 500
Firm's Number of Planning Clients
  • N/A
Firm's Number of Managed Clients
  • 80 %
Assets Managed by Firm
  • N/A

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • 100K+
Compensation Methods
  • Based on Assets


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.