Baran Bulkat, financial advisor Irvine CA
88 score

Baran Bulkat

CRD Number: 6384658
Current Firm: The Ayco Company,l.p.

Baran Bulkat (CRD# 6384658) is an Investment Advisor Representative working at The Ayco Company,l.p. in Irvine, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Irvine, CA Mar 2014 - Current 2
Nolo, A Subsidiary Of Internet Brands, Inc. El Segundo, CA Sep 2011 - Mar 2014 2
Law Offices Of Jon M. Woods Signal Hill, CA Oct 2013 - Jan 2014 < 1
Bankruptcy Legal Group San Diego, CA Jan 2010 - Oct 2013 3
The Mcmillan Academy Of Law La Mesa, CA Jan 2013 - Mar 2013 < 1
Walters & Ward, Apc Rancho Bernardo, CA Sep 2012 - Sep 2012 < 1
Bankruptcy Legal Group San Diego, CA Jan 2010 - Nov 2010 < 1
California Western School Of Law San Diego, CA Aug 2007 - May 2010 2
Alverson, Taylor, Mortensen & Sanders Las Vegas, NV May 2009 - Aug 2009 < 1
New Trend Capital, LLC Atlanta, GA Sep 2006 - Apr 2009 2
Law Offices Of Kyle E. Yaege San Diego, CA May 2008 - Jul 2008 < 1
Provident Funding Associates, LP Atlanta, GA Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Baran Bulkat
Phone Number: 518-886-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
88
Clean Record
This advisor has a clean track record with regulators.

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