Emmett BullenCRD Number: 7097747
Current Firm: Esi Financial Advisors
Emmett Bullen (CRD# 7097747) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Amplify Investments LLC
|Equity Services Inc.||Monpelier, VT||Apr 2019 - Current||3|
|National Life Group||Chicago, IL||Jan 2019 - Current||4|
|Bullen Revovations And Management||Chicago, IL||Jun 2010 - Current||12|
|University Of Victoria||Victoria,||Sep 2014 - Dec 2017||3|
|Greggs Furniture||Victoria, IL||Apr 2017 - Aug 2017||< 1|
|Ez Tree||Chicago, IL||Apr 2015 - Aug 2015||< 1|
|The Cove Lounge||Chicago, IL||Jul 2012 - Aug 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management2,238MILLIONS
Total Number of Accounts10,400ACCOUNTS
Average Account Value$215,163
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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