Carolyn Brenda Mullins
Investment adviser representative at Twelve Points Wealth Management
10 yearsExperience
1 stateRegistered in
$2.2BFirm assets
9 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Twelve Points Wealth ManagementJun 2024 to now
- Northeast Planning AssociatesMay 2023 to Aug 2023
- Lui Lui RestaurantMay 2021 to Aug 2021
- Clemson UniversityAug 2020 to May 2024
- Seoul Kitchen RestaurantJul 2020 to Sep 2020
- Salt & Light CafeFeb 2018 to Oct 2019
- Groton-dunstable Regional HsSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Twelve Points Wealth Management
Legal name: Twelve Points Wealth Management LLC
$2.2BAssets managed
821Clients
20Advisers
9 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
- 7749712
- Firm CRD
- 171107