Birmingham, Ala. – Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2019 “America’s Top 1,200 Financial Advisors” and ranked among the Top 10 financial advisors in Alabama.
Barron’s “America’s Top Financial Advisors” list annually honors America’s best financial advisors and draws from all 50 states, plus the District of Columbia. Rankings are determined from factors including: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
“The annual Barron’s ranking is highly respected in the financial world and a very prestigious list. I am honored to be listed among so many talented wealth managers,” states Michael Mullis, managing Partner at Kelley & Mullis Wealth Management. ”I am very proud of my team at Kelley & Mullis and look forward to sharing this honor with them.”
The Barron’s ranking of “America’s Top 1,200 Financial Advisors” is the largest, most comprehensive of the annual advisor lists that is run. It includes a cross-section of more than 4,000 private-wealth advisors nationwide, from independents who own and operate their own practices to advisors from the large Wall Street firms.
To view the Barron’s “2019 Top Advisor Rankings: Alabama”, visit http://www.barrons.com/report/top-financial-advisors/1000/2019.
For more information please contact Krista Conlin at 205-937-3777.
About Kelley & Mullis Wealth Management
Kelley & Mullis Wealth Management firm is an independent wealth management firm located in Birmingham, Alabama. Founded over 25 years ago, Kelley & Mullis takes pride in being an independent firm, allowing them to focus on clients as individuals. With the highest level of quality customer service and the Firm’s notable achievements, Kelley & Mullis has been featured in Wealth Magazine, The Wall Street Journal, 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 1,200 Financial Advisors” and “Top 1,200 Financial Advisors”. Mullis was also a Finalist for the Birmingham Business Journal’s Top CEOs. Both Michael Mullis and Melissa Brown, Chief Operating Officer, have received top honors such as being named Top 40 Under 40 by the Birmingham Business Journal. Additional information is available at www.kmwealthmanagement.com.
The opinions and forecasts expressed are those of the author, and may not actually come to pass. This information is subject to change at any time, based on market and other conditions and should not be construed as a recommendation of any specific security or investment plan. Past performance does not guarantee future results.
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 Trl, Suite112 | Vestavia Hills, AL 35242 Kelley & Mullis Wealth Management and the Securities America companies are separate entities. “The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.” Securities America and its representatives do not provide tax or legal advice. Registered for securities in the following states: AL, CO, FL, GA, IN, LA, MI, MO, MS, NC, NH, NM, OH, OK, PA, SC, TN, TX Written by Securities America for distribution by Michael Mullis.
Barron’s Magazine Top 1,200 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.