Edward Bullano, financial advisor Glen Allen VA
83 score

Edward Bullano

CRD Number: 1457044
Current Firm: Lpl Financial LLC

Edward Bullano (CRD# 1457044) is an Investment Advisor Representative working at Lpl Financial LLC in Glen Allen, VA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Midlothian, VA May 2014 - Current 2
Wells Fargo Advisors Richmond, VA May 2012 - May 2014 2
Bb&t Investments Charlotte, NC Aug 2008 - May 2012 3
H&r Block Financial Advisors, Inc. Glen Allen, VA Jul 2007 - Aug 2008 1
Allstate Insurance Company Richmond, VA Sep 2004 - Jul 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Edward J. Bullano
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
83

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