Gilles Roland Mulard

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 10/2008 → 07/2021
  Jacqueline Properties Llc
  Erie, PA
• 01/2009 → 07/2021
  French Teacher
  Erie, PA
• 01/2009 → 07/2021
  Wine Consultant
  Erie, PA
• 03/2012 → 07/2021
  Waddell & Reed, Inc
  Erie, PA
• 03/2012 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Chardon, OH
• 08/2013 → 07/2021
  Mulard Consulting Llc
  Erie, PA
• 10/2013 → 07/2021
  Gilles R Mulard
  Erie, PA
• 08/2014 → 06/2020
  Score Chapter 193 For Erie
  Erie, PA
• 01/2020 → 07/2021
  Mcm Partners Erie Llc
  Erie, PA
• 07/2021 → Present
  Lpl Financial Llc
  Erie, PA

Previous Registrations

• 2012-04-05 → 2021-07-21
  Waddell & Reed
  Erie, PA
  Pittsburgh, PA
  Hamden, CT
  Cleveland, OH
  Erie, PA
  Independence, OH
  Independence, OH
  Chardon, OH
• 2008-09-26 → 2012-04-02
  Lpl Financial Llc
  Erie, PA

Other Businesses

1.07/01/2021; Wine Tasting and Wine Making; Outside/W-2 Employment; Not Investment Related; 16509,; Start Date 01/01/2009; 1hrs/mth; hrs during trading 2.07/01/2021; GILLES R MULARD; Tax Prep/Accounting/CPA; Not Investment Related; ,16503; Start Date 10/01/2013; hrs/mth; hrs during trading 3.07/01/2021; JACQUELINE PROPERTIES LLC; Real Estate Rental; Investment Related; ; Start Date 10/01/2008; hrs/mth; hrs during trading 4.07/01/2021; MULARD CONSULTING LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 10/01/2010; hrs/mth; hrs during trading 5.07/01/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mulard Wealth Management; Investment Related; at Reported Business Location(s); Start Date 04/01/2021; hrs/mth; hrs during trading 6.07/01/2021; Crump Life Insurance; Non-Variable Commission Trails Only; Investment Related; Ste 204-205 Erie,PA; Start Date 03/01/2012; 1hrs/mth; hrs during trading 7.07/01/2021; French Teacher - Private Lessons; Teacher; Not Investment Related; 403 Downing Dr Chardon,OH; Start Date 01/01/2009; 1hrs/mth; hrs during trading 8.07/16/2024; Associates of Clifton Park; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/15/2024; 1hrs/mth; 0hrs during trading 9.08/20/2026; MCM Partners Erie; Other - Import Export Company; Not Investment Related; Madison,OH; Start Date 02/01/2023; 10hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2005-09-14

Other Names

• Gilles R Mulard