Birmingham, Ala. – – Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham proudly announces that Michael Mullis, managing partner and wealth manager for Kelley & Mullis Wealth Management has been named as one of “America’s Top 1,200 Financial Advisors“ and ranked as a “Top 10 Financial Advisor in Alabama“ for 2018.
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.
“On behalf of our team at Kelley & Mullis Wealth Management, we are extremely pleased to be included in the annual Barron’s Top Financial Advisor Rankings,“ stated Michael Mullis, managing partner at Kelley & Mullis Wealth Management. “It is a huge honor to be recognized on one of the most premiere top privatewealth advisor lists in the country and then to be included in the top 10 list of our state.”
The Barron’s report names the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firms, and the quality of the advisors’ practices. 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 list and rankings visit: https://www.barrons.com/articles/americas-top-1-200-financial-advisors-1520651090
For more information please contact Samantha Jarman at Samantha@KCProjects.net or 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.