Sara Bulman, financial advisor Decorah IA
90 score

Sara Bulman

CRD Number: 5914520
Current Firm: Primerica Advisors

Sara Bulman (CRD# 5914520) is an Investment Advisor Representative working at Primerica Advisors in Decorah, IA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments, Inc. Decorah, IA Jun 2011 - Current 5
Primerica Financial Services Decorah, IA Jan 2011 - Current 5
Famous Footwear Waterloo, IA Sep 2007 - Jun 2012 4
Famous Footwear Cedar Falls, IA Oct 2006 - Aug 2007 < 1
Bremwood Lutheran Services Waverly, IA May 2007 - Jul 2007 < 1
Grainger Waterloo, IA Sep 2006 - Oct 2006 < 1
Rotocast Plastics Inc. Decorah, IA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Sara A. Bulman
Phone Number: 800-544-5445
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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