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

Research Reveals Which Factors Shape Suc...

Terry Mullen   |     01, May 2017

RIAs & Formal Investment Committees

Terry Mullen   |     18, Apr 2017

How Free Cash Flow Impacts The Value of ...

Terry Mullen   |     30, Mar 2017

The Top 10 Benefits of Going Fee-Based

Terry Mullen   |     28, Mar 2017

The ABCs of TAMPs

Terry Mullen   |     22, Mar 2017

Owners' Compensation: Key Assumption in ...

Terry Mullen   |     20, Mar 2017

The Next Generation of AUM

Terry Mullen   |     16, Mar 2017

Non-Compete Agreements: 5 Critical Consi...

Terry Mullen   |     15, Mar 2017

5 Wine Clubs That Will Keep You Top of M...

Terry Mullen   |     10, Mar 2017
FSI Member Promo


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.

Subscribe To Instant Blog Alerts

Truelytics Webinar Series