Mullis joins Securities America from LPL Financial, bringing with him three other advisors and three administrative employees that comprise Kelly & Mullis Wealth Management, a 25-year-old business with $223 million of assets under management.
“Securities America gives specialized attention and resources to its advisors that we feel is an important role for our broker-dealer,” Mullis said. “We are very excited about working with their business consultation group, and bringing the latest technology, CRM and support for all levels of management to our firm.”
Mullis, 39, left a career in public accounting to join Kelley and Associates in 1999, where he specialized in financial and retirement planning as well as 401(k) management.
“We are excited to welcome Michael Mullis and his practice to the Securities America family,” said Gregg Johnson, senior vice president of branch office development and acquisitions. “We look forward to working closely with Kelley and Mullis Wealth Management to ensure a smooth transition and to provide this practice with our extensive technology, practice management and business growth resources.”
