Philip Bullard (CRD# 5092821) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Ventura, CA and has over 17 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Wealth Strategies, LLC | Ventura, CA | Jan 2018 - Current | 6 |
| Lpl Financial, LLC | Ventura, CA | Nov 2017 - Current | 6 |
| Wheatman Insurance Services LLC | Woodland Hills, CA | Aug 2006 - Current | 17 |
| National Planning Corporation | Santa Monica, CA | Jan 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
- CA
-
Total Assets Under Management1,022MILLIONS
-
Total Number of Accounts4,110ACCOUNTS
-
Average Account Value$248,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.