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Alyse Nicole Mullins

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
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Location

5000 Horizons Drive, Upper Arlington, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alyse is an associate wealth advisor at TCP Asset Management, LLC since 2018. She is also a licensed insurance agent selling non-variable insurance under "Alyse Mullins Independent Insurance" and a retirement specialist with Riley Benefits & Investment Group.

Employment History
Current Registrations
Tcp Asset Management, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Foresters Financial Services, INC.Broker
October 2014 - January 2018 · 3 yrs 3 mos
State Registrations5 states
CANCNYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.