For over 11 years, Marty Mullins has been working in the financial services industry. Marty started his financial services career with Bank of America in Post Falls, Idaho. He held various positions with JPMorgan Chase from April, 2012 through April, 2020. He began Black Horse Wealth Management in May, 2020. He received the Certified Financial Planner designation in December of 2020.
Marty has been financial advising and planning since 2015, and has clients in California, Florida and Nevada.
Marty has demonstrated skills in integration with his professional partners, most notably Accountants, Estate Lawyers, and Trustees. Marty’s key strengths include a deep understanding of retail banking and investing, capital markets knowledge and building a practice around planning based advice. This has resulted in consistent success for himself and his clients.
Marty received his Bachelors of Science degree in Business Economics at the University of California Santa Barbara in 2010. He holds series 6,7,63 & 66 investment licenses.
Black Horse Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Black Horse Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Black Horse Wealth Management, LLC unless a client service agreement is in place.
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