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David Mullins

Advisor at Charles Schwab

Updated today

Location

Bristol, TN 37620

Credentials

CFP®, Series 66

Industry experience

18 years

About

David Mullins is a CFP® professional affiliated with Charles Schwab, with 18 years of industry experience. His prior roles include positions at LPL Financial, Commonwealth Financial Network, and Cambridge Investment Research. He serves as a board member of the Virginia Council of Economic Education, assisting in the development of financial literacy programs for students and teachers in Virginia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary and discretionary investment approaches with integrated custody and brokerage solutions.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

408 Pinnacle Pkwy, Unit 141

Bristol, TN 37620

Most active in

Tennessee

Work history

Charles Schwab

2025 - Present (1 year)

LPL Financial, llc

2019 - 2025 (6 years)

Commonwealth Financial Network

2016 - 2019 (3 years)

Cambridge Investment Research Advisors

2015 - 2016 (1 year)

Cambridge investment Research, Inc.

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dirk C

CFP®, Series 66

Bristol, TN

Crandell Financial Planning, LLC

Dirk Crandell is the managing member of Crandell Financial Planning, LLC, an independent advisory firm based in Bristol, TN. He holds the CFP® designation and Series 66 registration, with 22 years of industry experience. Prior to founding his firm in 2002, he worked at Light Milling Company, Inc. for 34 years. In addition to his advisory role, he is a licensed independent health and life insurance agent focusing on Medicare supplement insurance, life insurance, and other health and accident products. Crandell Financial Planning, LLC provides personalized financial planning, retirement planning, and investment management services to individuals, small businesses, trusts, and estates. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, broad diversification, and a buy-and-hold strategy using low-cost mutual funds and ETFs.

General retirement planning Income planning Tax strategies for small businesses Wealth management Medicare planning Founder/Business Owner Retired
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CFP®, Series 63, Series 65

Kingsport, TN

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Options & derivatives strategies ESG / Sustainable investing Passive / index investing
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William F

Series 63, Series 66

Kingsport, TN

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William Fletcher is a financial advisor with Fletcher Wealth Management, Inc. in Kingsport, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Morgan Stanley and previously founded Fletcher Wealth Management, where he currently operates as the sole advisor. Outside of his advisory role, Fletcher coaches high school sports for Ohio County Schools. Fletcher Wealth Management, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of charting, fundamental, technical, cyclical, and quantitative analysis with strategies ranging from long-term investing to short-term trading and options, managing a small client roster through a discretionary wrap fee program.

Options & derivatives strategies Real estate investing Annuities
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George P

CFP®, Series 65

Bristol, VA

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Active portfolio management
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Kaylee F

Series 65

Kingsport, TN

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Peter R

Series 65

Kingsport, TN

Aldebaran Financial Inc

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Concentrated stock management Options & derivatives strategies General estate planning guidance
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