Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
25yrs
Patrick Mullaney
Full name on record: Patrick Michael Mullaney
Financial advisor at Primerica Advisors
Patrick Mullaney has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Allentown, Pennsylvania. Patrick joined Primerica Advisors in 2011, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 417 advisors with offices in Allentown, and one of 377 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors at Primerica Advisors
Office7310 Tilghman St Suite 500b, Allentown, PA 18106
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?2 states
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowPFS Investments Inc.Current firm
Contact Patrick
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Patrick. 7310 Tilghman St Suite 500bAllentown, PA 18106Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Primerica Advisors at (833) 786-0550 and ask for Patrick Mullaney. Patrick works from the Allentown, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2001, about 25 years. More experience than 73% of advisors at Primerica Advisors.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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