John Bullock, financial advisor Covington KY
89 score

John Bullock

CRD Number: 6057434
Current Firm: Strategic Advisers, Inc.

John Bullock (CRD# 6057434) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Covington, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY Nov 2013 - Current 3
Unemployed Louisville, KY May 2013 - Nov 2013 < 1
University Of Kentucky Lexington, KY Aug 2009 - May 2013 3
Lakeside Swim Club Louisville, KY May 2011 - Aug 2011 < 1
Lakeside Swim Club Louisville, KY May 2010 - Aug 2010 < 1
Lakeside Swim Club Louisville, KY May 2009 - Aug 2009 < 1
Saint Xavier High School Louisville, KY May 2005 - May 2009 4
Lakeside Swim Club Louisville, KY May 2008 - Aug 2008 < 1
Lakeside Swim Club Louisville, KY May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S63 Uniform Securities State Law Examination Feb 2014
Contact Info for John S. Bullock
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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