Bryan Donald Mullin

Employer firm

Palm View Investments CRD 328848

$2.07M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2016 → 01/2023
  Rbc Capital Markets, Llc.
  Minneapolis, MN
• 05/2003 → 09/2016
  Jeffrey Slocum & Associates, Inc.
  Minneapolis, MN
• 01/2023 → Present
  Palm View Investments, Llc
  Defuniak Springs, FL

Previous Registrations

• 2024-02-07 → 2025-12-31
  Palm View Investments
  Santa Rosa Beach, FL

Other Businesses

ownership in several small businesses, in aviation, maintenance and pet services. Approximately ten hours a week are spent on these other business activities.

Designations

• Chartered Financial Analyst

Other Names

• Bryan Mullin