I AM INDEPENDENT. I AM JIM MULLINS.
My journey is about adversity and opportunity. I believe wealth management is a team process. I am a wealth advisor. This photo is of me and several of our associates from our Fort Worth office in Texas. Our seasoned team carries knowledge and expertise reaching back well over 20 years.
Who we are: Mullins Wealth Advisors of California, LLC is based in Fort Worth in North Central Texas, the city is a cultural gateway into the American West. I am an active member of our greater community, as is our firm. I grew up in the coal mines of Eastern Kentucky and that meant I learned the meaning of poverty at an early age. I dreamed of a better life, and worked graveyard shifts while balancing a full-time class schedule at East Tennessee State University. I worked in the oil industry and owned my own small manufacturing business where I learned first-hand the value of proper planning. I wanted to help other business owners and professionals with their financial planning and became a financial representative in the early 90’s.
What we do: Our firm takes pride in helping our clients reach their apex of financial goals and dreams. Our goal is to establish and maintain a proactive interest in our client’s life and work with them throughout the many financial aspects of the different life events, utilizing that in depth knowledge to offer clients the right services based on their individual needs.
Why we do it: We have a passion for helping our clients get the most out of their lives. We are an independent and privately owned financial services firm with true concern for our clients and their future.
Jim Mullins, President & CEO, CFP®, CLU® – Mullins Wealth Advisors of California, LLC
Jim Mullins, President, CEO, CFP®, CLU® & Financial Advisor; Mullins Wealth Advisors of California, LLC. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Mullins Wealth Advisors of California, LLC and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0214