Wilbur Anthony Mcmullen

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 02/2016 → 03/2017
  Maxim Healthcare
  Richmond, VA
• 03/2015 → 12/2019
  Self Employed
  Richmond, VA
• 12/2019 → 05/2021
  Prime Lending
  Richmond, VA
• 12/2021 → 03/2024
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
• 05/2021 → 11/2021
  National Life Group
  Richmond, VA
• 04/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2024 → 12/2024
  Self Employed
  Richmond, VA
• 12/2024 → Present
  First Heritage Mortgage
  Richmond, VA
• 04/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2022-08-31 → 2024-03-08
  Verdence Capital Advisors, Llc
  Hunt Valley, MD
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-30

Other Names

• Billy Anthony Mcmullen
• Wilbur Anthony Mcmullen