William Michael Mullins
Investment adviser representative at Interactive Financial Advisors
14 yearsExperience
1 stateRegistered in
$240.4MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Fortune Financial ServicesSep 2020 to now
- Pinnacle Financial Planning, LLCMay 2014 to now
- Interactive Financial AdvisorsMar 2012 to now
- Brooklight Place Securities, Inc.Feb 2017 to Sep 2020
- Gwn Securities IncMar 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
Interactive Financial Advisors
Legal name: Interactive Financial Advisors, Inc.
$240.4MAssets managed
1,307Clients
34Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5164920
- Firm CRD
- 125117