George R Mullin

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 03/2017
  Metlife Securities Inc.
  Westboro, MA
• 03/2017 → 10/2020
  Mml Investors Services, Llc
  Southborough, MA
• 07/2016 → 10/2020
  Massmutual Life Insurance Co
  Southborough, MA
• 10/2020 → 11/2024
  Pruco Securities, Llc.
  Marlborough, MA
• 10/2020 → Present
  Prudential Insurance Company Of America
  Marlborough, MA
• 11/2024 → Present
  Lpl Enterprise, Llc
  Marlborough, MA

Previous Registrations

• 2022-02-09 → 2024-11-14
  Pruco Securities, Llc.
  Marlborough, MA

Other Businesses

1) 09/26/2024 - Lincoln-Sudbury High School - As an Assistant Freshman High School Football Coach I play a supportive yet significant role in shaping the strategies and techniques of the football team. My responsibilities include working closely with the Head Coach to develop training programs, analyzing game performance, providing mentorship to players, assisting with training, strategy, and player development, and understanding and executing the game plan as outlined by the head coach - Coach/ Sports/ Fitness - Non Inv Related - At MARLBOROUGH, MA - Start Date 08/19/2024 - 30hrs/mth - 0hrs/mth During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-20
• S63 Uniform Securities Agent State Law Examination
  2008-06-07

Other Names

• George Richard Mullin
• George Richard Mullin
• George R Mullin