Kelley & Mullis Wealth Management

www.kmwealthmanagement.com

Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients. Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most. Registered Representatives offer securities through Securities America, Inc. Member FINRA (http://www.finra.org ) / SIPC (www.sipc.org). Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Kelley & Mullis Wealth Management and the Securities America companies are separate entities. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Branch Address: 2008 Stonegate Trail, Suite 112, Birmingham, AL 35242 “The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.” "Securities America and its representatives do not provide tax advice."

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Kelley & Mullis Wealth Management was founded over 35 years ago, focusing on client and personalized service to create a unique portfolio to fit each individual's financial needs. As an independent wealth management firm, our advisors are able to communicate and create a solid relationship with clients. Kelley & Mullis Wealth Management primarily focuses on providing a high level of service and accepts new clients on a regular basis. Our advisors are open to new clients of all levels of income because we know that each person's assets are equally important regardless of the amount. As a wealth management firm, we strive to provide our clients with the highest quality financial services to those who need it most. Registered Representatives offer securities through Securities America, Inc. Member FINRA (http://www.finra.org ) / SIPC (www.sipc.org). Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc. Kelley & Mullis Wealth Management and the Securities America companies are separate entities. Securities America and its representatives do not provide tax or legal advice. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed Branch Address: 2008 Stonegate Trail, Suite 112, Birmingham, AL 35242 “The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.” "Securities America and its representatives do not provide tax advice."

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Country

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State

Alabama

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City (Headquarters)

Vestavia Hills

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Employees

1-10

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Founded

1987

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Estimated Revenue

$1 to $1,000,000

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  • Chief Operating Officer

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  • Managing Partner

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  • Client Services Associate

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  • Office Administrator

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