Carl Mueller (CRD# 1847884) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 35 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
One Capital Management | Westlake Village, CA | May 2021 - Current | 3 |
Nations Financial Group, Inc. | Cedar Rapids, IA | May 2003 - May 2021 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1988 |
S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- KS
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Total Assets Under Management6,207MILLIONS
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Total Number of Accounts7,533ACCOUNTS
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Average Account Value$824,007
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
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