Robert Bullard, financial advisor Naperville IL

Robert Bullard

CRD Number: 2975440
Current Firm: Wells Fargo Clearing Services, LLC

Robert Bullard (CRD# 2975440) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Naperville, IL and has over 23 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Wells Fargo Clearing Services LLC Naperville, IL Nov 2018 - Current 2
David A. Noyes Chicago, IL Oct 2014 - Nov 2018 4
Tim Regan - Thrivent Financial Orland Park, IL May 2014 - Oct 2014 < 1
Thrivent Investment Management Inc. Orland Park, IL Apr 2014 - Oct 2014 < 1
Family Hyundai Tinley Park, IL May 2013 - Apr 2014 < 1
Court Street Ford Bourbonnais, IL Jan 2011 - Apr 2013 2
Advanced Equities, Inc. Chicago, IL Jul 2012 - Nov 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Dec 2018
Contact Info for Robert J. Bullard
Phone Number: 314-875-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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)
  • 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, 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, WY

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