Terry Mullen

Terry is a seasoned executive, board member, entrepreneur, and active private investor. After a 29 year career in Financial services distribution as a Senior Executive with AIG, Lincoln Financial and Sun Life, among others, Terry took his entrepreneurial spirit and founded Truelytics. Terry’s deep knowledge of financial services and the relationships he has built will enable Truelytics to help advisors continuously improve their practice. Using data analytics and benchmarking tools, Truelytics software shows financial advisors how to easily value their business but more importantly, identify and close any gaps they currently have. Terry received a Bachelor’s Degree in Business Administration and Finance from the University of Delaware. He holds Series 6, 7, 26, and 63 FINRA licenses.

Posts By Terry Mullen

Independent Broker-Dealers At The Forefr...

Terry Mullen   |     07, Nov 2017

5 Tips You Need to Maximize the Value of...

Terry Mullen   |     23, Oct 2017

Silicon Valley Vs. Wall Street. Should B...

Terry Mullen   |     09, Oct 2017

Succession Plans: They're Not Just for t...

Terry Mullen   |     11, Sep 2017

Securing Confidential Documents During a...

Terry Mullen   |     08, Aug 2017

8 Industries Which Will Define the Next ...

Terry Mullen   |     18, Jul 2017

Seven Reasons Millennials Should Stop Be...

Terry Mullen   |     13, Jun 2017

Is Your Practice the Most Valuable Asset...

Terry Mullen   |     31, May 2017

Your Guide to Becoming a Cyborg Advisor

Terry Mullen   |     08, May 2017
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Disclaimer

The above article is meant for information purposes only and is not intended in any way to provide legal or other advice for any specific situation.  Readers always should consult their own tax, accounting and legal advisors before taking any action related to the above article or subject matter.

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