Phone: 859.543.8188

Client Login

J. Eric Mullins

J. Eric Mullins

Managing Partner, Financial Advisor

(859) 543-8188
(606) 424-7930
(859) 543-8242

Mr. Mullins specializes in areas of investment management, financial planning, retirement planning, educational planning, risk management & insurance planning and estate planning.

As a native of Kentucky, Eric’s parents, at an early age, instilled the importance of family, hard work, honesty and integrity in which he has carried over to his professional career in advising his clients in their financial matters.

As an independent financial advisor, he take’s pride in providing his clients with an honest and unbiased evaluation of their financial situation.  He feels that in order to make accurate recommendations, you must listen to your client and determine what is most important to them.  He firmly believes that in order to be truly unbiased and objective, you must be independent.  His objective is to develop a plan that will enable each client to achieve their financial goals and to ultimately create and preserve wealth.

Eric Mullins is a graduate of Morehead State University in which he earned a Bachelor of Business Administration with a concentration in Finance.  He has additional training and course work in the areas of investment management, financial planning, retirement planning, risk management & insurance, personal and corporate finance, and estate planning.  He currently holds FINRA series 6, 63, 7, 24 & 66 registrations.  He is properly licensed with the state of Kentucky for life insurance and health insurance. He is also a Registered Representative and Principal through WFG Investments, Inc. and an Investment Advisor Representative through Investments & Financial Planning, LLC.

In his free time, Eric enjoys volunteering at his local church, playing basketball, reading and spending time with his wife Amanda.

Investments & Financial Planning, LLC., 1795 Alysheba Way, Suite 7104, Lexington, Kentucky 40509 | Office  859.543.8188 | Fax 859.543.8242

Sitemap | Legal, Privacy, Copyright and Trademark Information
Website Design For Financial Services Professionals | Copyright 2017 All rights reserved