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Gilles + Mulard - Financial Advisor in Erie, PA

Paladin Research Report For:

Gilles Mulard

Mulard Wealth Management

CRPC®
2820 West 23rd Street
Suite 204 & 205
Erie, PA 16506
814-520-5511
Visit Website
https://gm.wradvisors.com

General Information

Firm Start Year
  • 2005
No.of Employees
  • 2-4
CRD#
  • 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

Compliance

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

Disclaimer

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

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