Michael Mullis, Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management, was recently recognized as one of Barron’s “America’s Top 1,200 Financial Advisors”. The prestigious list ranks Mullis within the top 10 financial advisors in the state of Alabama.
“Barron’s list of ‘America’s Top Financial Advisor’ is an achievement in itself. I am honored to be recognized by this listing as it is a significant milestone for me and my team. It is a great priviledge to work with a team dedicated to the financial future of our clients,” states Michael Mullis, Managing Partner and Wealth Manager at Kelley & Mullis Wealth Management.
Kelley & Mullis Wealth Management is based in Vestavia Hills, AL. Their Broker Dealer, LPL Financial Services consists of over 16,500 independent advisors.
The rankings by Barron’s are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Click here to view the complete list of Financial Advisors by state.
For more information about Todd Estes or Kelley & Mullis Wealth Management, please contact Krista Conlin at 205-937-3777 .
View Michael's announcement in Business Alabama, AL.com and the Birmingham Business Journal.
Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Securities America, Inc., member FINRA/SIPC.
About Kelley & Mullis Wealth Management
Kelley & Mullis Wealth Management firm is an independent wealth management firm located in Vestavia, Alabama. Founded over 35 years ago, Kelley & Mullis takes pride in being an independent firm, allowing them to focus on clients as individuals. Mullis was recently featured in the Wall Street Journal for his business approach and uniqueness among wealth management firms. With the highest level of quality customer service and the Firm's notable achievements, Kelley & Mullis has recently been featured in Wealth Magazine, Birmingham Magazine and Birmingham Business Journal. In addition, Michael Mullis, Managing Partner of Kelley & Mullis Wealth Management, was recognized as one of Barron's America's Top 1000 Financial Advisors in 2012 and as a Finalist for the Birmingham Business Journal’s Top CEOs in 2012. Both Michael Mullis and Melissa Brown, Chief Operating Officer, have received top honors as being named Top 40 Under 40 by the Birmingham Business Journal. Additional information is available at www.kmwealthmanagement.com.
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Registered Representatives offer securities through Securities America, Inc. Member FINRA (http://www.finra.org/) /SIPC (www.sipc.org). Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Branch address: 2008 Stonegate Trail, Suite 112 | Vestavia Hills, AL 35242.
Kelley & Mullis Wealth Management and the Securities America companies are separate entities.
Securities America and its representatives do not provide tax or legal advice.
Registered for securities in the following states: AL, AR, AZ, CA, CO, FL, GA, IN, KS, LA, MA, MI, MS, NC, NJ, NM, OK, PA, RI, SC, TN, TX.
Barron's Magazine Top 1,000 Advisors in America is chosen based upon a proprietary methodology consisting of three major components: assets under management, revenue generated for their firms, and quality of service and regulatory records. Investment performance is not an explicit factor, because audited performance records are not available. Total assets are all assets overseen by the advisors team, including some that are held at other institutions. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms, and conversations with individual advisors. No compensation was received from participating firms or advisors. This ranking is not indicative if the advisor's future performance.