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Mark Anthony Mullins

Advisor at Truist Advisory Services — Cookeville, TN

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Cookeville, TN 38506

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,974

Across 647 offices

Clients per advisor

64 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Mark Mullins is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. His career includes roles at Truist Investment Services, Truist Bank, and Mullins Capital Management. Prior to his advisory career, he worked eight years at Tennessee Technological University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment approach.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Cookeville, TN

1575 Lemon Farris Drive

Cookeville TN 38506

Advisors at this office

1

Most active in

Tennessee

Work history

< 1 year of industry experience

TRUIST INVESTMENT SERVICES, iNC.

2026 - Present • 1 year

Cookeville, TN

Truist Advisory Services

2026 - Present • 1 year

Cookeville, TN

Truist Advisory Services, INC

2026 - 2026 • 1 year

Livingston, TN

Truist Investment Services, Inc

2026 - 2026 • 1 year

Livingston, TN

Mullins Capital Management

2025 - Present • 1 year

Livingston, TN

Truist BANK

2022 - 2026 • 4 years

Cookeville, TN

Tennessee Technological University

2014 - 2022 • 8 years

Cookeville, TN

Disclosures

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

Business activities & affiliations

user avatar

Dominic E

Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Dominic Emord is a financial advisor with Ridgebrooke Capital Management LLC holding a Series 65 designation. He has been with Ridgebrooke since 2024 and previously worked at Oculus Imaging. Outside of finance, he has been involved with Passio Language Academy since 2020. Ridgebrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a mix of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and actively manages fixed indexed annuities alongside traditional portfolios.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
user avatar

Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
user avatar

Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
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Richard H

Series 63, Series 65

Cookeville, TN

Ridgebrooke Capital Management LLC

Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with NYLIFE Securities LLC and New York Life. Outside of advising, he is involved with Auxilia Training LLC, where he has held a position since 2018. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors strategies using fundamental, technical, charting, and cyclical analysis and manages fixed indexed annuities with a fee-based approach, operating with full discretionary authority.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
user avatar

David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
user avatar

Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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