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William Michael Mullins

Advisor at Interactive Financial Advisors — Heathsville, VA

Updated today

Credentials

Series 63, Series 66

Experience

19 years

Location

Heathsville, VA 22473

Interactive Financial Advisors logo

Interactive Financial Advisors

Multi-team

Total advisors

34

Across 27 offices

Clients per advisor

38 Low

Avg AUM per client

$183,947 Very Low

HNW client ratio

2% Very Low

About

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Client services

Based on Interactive Financial Advisors

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Interactive Financial Advisors

Annuities Long-term care insurance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fee for financial planning services ranging from $48 to $7,500 (negotiable)

Percentage

$0 - $24,999: 0.95% - 2.45% (Non 403b Accounts); 1.02% – 2.52% (403b Accounts) $25,000 - $49,999: 0.90% - 2.40% (Non 403b Accounts); 0.97% – 2.47% (403b Accounts) $50,000 - $249,999: 0.80% - 2.30% (Non 403b Accounts); 0.87% – 2.37% (403b Accounts) $250,000 - $499,999: 0.71% - 1.91% (Non 403b Accounts); 0.72% – 1.92% (403b Accounts) $500,000 - $999,999: 0.62% - 1.82% (Non 403b Accounts); 0.57% – 1.77% (403b Accounts) $1,000,000+: 0.50% - 1.70% (Non 403b Accounts); 0.42% – 1.62% (403b Accounts) $1,000 - $24,999: 1.35% Legacy Service $25,000 - $49,999: 1.30% Legacy Service $50,000 - $249,999: 1.25% Legacy Service $250,000 - $499,999: 1.21% Legacy Service $500,000+: 1.00% Legacy Service

Commissions

Some Investment Adviser Representatives (IARs) are registered representatives and may receive commissions including 12b-1 fees from broker-dealers; insurance commissions also possible

Project-based

$100 to $400 per hour for financial consulting services (negotiable)

Other

Account minimum: $1,000 Minimum fee: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more in Invest With Trust; $12.50 per quarter for Legacy service accounts Fee-only: Fee-only independent financial adviser; portfolio management fees based on asset tiers as above; fixed fees for financial planning $48 to $7,500 (negotiable); hourly consulting $100 to $400 per hour (negotiable)

Location

See office

Heathsville, VA

916 Canvasback Lane

Heathsville VA 22473

Advisors at this office

1

Most active in

Virginia

Work history

19 years of industry experience

Fortune Financial Services

2020 - Present • 6 years

Monaca, PA

Brooklight Place Securities, Inc.

2017 - 2020 • 3 years

Downers Grove, IL

Pinnacle Financial Planning, LLC

2014 - Present • 12 years

Heathsville, VA

Interactive Financial Advisors

2012 - Present • 14 years

Newport News, VA

Gwn Securities Inc

2012 - 2017 • 5 years

Palm Beach Gardens, FL

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

John L

Series 65

Kinsale, VA

East West Investment Advisors, LLC

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management
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Linda M

Series 63, Series 65

Lancaster, VA

HBW Advisory Services LLC

Linda Muse is a financial advisor at HBW Advisory Services LLC with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Primerica Advisors and Primerica Financial Services for nearly three decades before joining HBW in 2023. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a broad client base through both retail and institutional channels.

College savings (529s, UTMA, etc.)
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Joshua L

CFP®, Series 66

Kilmarnock, VA

Davenport & Company LLC

Joshua Long is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Davenport & Company LLC since 2020 and previously spent four years at Christopher Newport University. Outside of his advisory role, he serves as Treasurer for the Millburn Property Owners Association. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees a range of strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
user avatar

David N

Series 63

Kilmarnock, VA

&PARTNERS

David Nickel is a financial advisor at &PARTNERS with 38 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Adam G

CFP®, Series 63, Series 65

Kinsale, VA

Commonwealth Financial Network

Adam Giammarinaro is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and WealthPort, LLC, and previously worked at Jackson National Life Distributors LLC for 18 years. Outside of his advisory role, he owns and operates WealthPort in the District Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bryce F

Series 66

Kilmarnock, VA

Davenport & Company LLC

Bryce Fulford is a financial advisor at Davenport & Company LLC in Kilmarnock, VA. He holds a Series 66 credential and has recently entered the industry with experience beginning in 2026. Prior to joining Davenport, he held roles at ADP, The United Management Company, and was involved with The College of William and Mary and Mathews Family YMCA. Davenport & Company LLP serves individual and institutional clients including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services such as asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio management teams and a variety of advisory programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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