Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management, was recognized as one of Barron’s 2021 ‘America’s Top 1,200 Financial Advisors’ for the seventh consecutive year and ranked one placement up from 2020’s ranking to number 7 among the ‘Top 10 Financial Advisors in Alabama.’
Barron’s ‘America’s Top Financial Advisors’ list annually honors America’s best financial advisors 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.
“I am honored to be recognized by Barron’s as a Top Financial Advisor among such a prestigious list of outstanding wealth managers,” states Michael Mullis, Managing Partner at Kelley & Mullis Wealth Management. “This honor is a testament of my outstanding team at Kelley & Mullis and our dedication and expertise in this industry.”
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. The list ranks the top advisors from each state with the number of spots dependent on the state’s population and wealth. The rankings are based on data provided by over 4,000 of the best financial professionals around the nation. The Barron’s rankings shine a spotlight on the best advisors, with an eye towards raising standards in the industry.
To view the Barron’s “Top Financial Advisors 2021” visit https://www.barrons.com/report/top-financial-advisors/1000/2021.
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 1000 Financial Advisors” and “Top 1,200 Financial Advisors”. 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.nra.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.
Barron’s publishes four financial advisor rankings each year. The Top 100, The Top 100 Women, The Top 100 Independents and The Top 1,000, in which advisors are ranked on a state-by-state basis. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databased cross-checks with securities firms and conversations with individual advisors.
The formula Baron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the ranking because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The Barron’s award may not be representative of any one client’s experience because it reflects on average of all of the experiences of the investment advisor's clients. This award is not indicative of the investments advisor’s future performance. The advisor does not pay a fee to be a recipient of this award.
Barron's Magazine Top 1,200 Advisors in America and Top 50 External Advisors in Alabama are chosen based upon a proprietary methodology composing of three major components: assets under management, revenue generated for their firms 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 advisor’s 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 of the advisor’s future performance.
The above material was prepared by Securities America, Inc.