Terry M. Mulligan, EA
Terry has over 20 years of experience in public accounting providing strategic tax planning and value added consulting services for families, executives and closely held small and mid-size businesses.
EDUCATION & ACHIEVEMENTS:
Bellarmine University, W. Fielding Rubel School of Business, Bachelors of Science in Accounting and Business Administration
Federally Licensed Enrolled Agent Holds health and life insurance licenses
Holds the Series 7 & 66 securities licenses
***Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Mather and Company. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.