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Bryan Mullin

Advisor at Palm View Investments

Updated today

Location

Santa Rosa Beach, FL 32459

Credentials

CFA®

Industry experience

5 years

Client services

Based on Palm View Investments

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Location

327 S. Co Hwy 393, Ste 201 C

Santa Rosa Beach, FL 32459

Most active in

Florida

Work history

Palm View Investments, LLC

2023 - Present (3 years)

RBC Capital Markets, LLC.

2016 - 2023 (7 years)

Jeffrey Slocum & Associates, Inc.

2003 - 2016 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
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Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is the principal of Future Path Financial Planning and holds a Series 66 designation with one year of industry experience. His prior roles include positions at Legacy Growth Wealth Management, Eagle Strategies, NYLIFE Securities, and Atlas Financial Strategies. Outside of financial advising, he has experience working with SunQuest Cruises and in educational roles at the University of West Florida and North West Florida State College. Legacy Growth Wealth Management provides investment management and financial planning services to individual and high-net-worth clients. The firm uses a mix of passive and active strategies based on modern portfolio theory and manages accounts on a discretionary, fee-only basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement withdrawal strategies
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is the sole advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Edward Jones Investments. Outside of his advisory role, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm operates as a single-advisor practice with a primarily non-discretionary investment approach that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Annuities Real estate investing

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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