Robert Bulloch, financial advisor Raleigh NC

Robert Bulloch

CRD Number: 2541075
Current Firm: Sb Advisory, LLC

Robert Bulloch (CRD# 2541075) is an Investment Advisor Representative working at Sb Advisory, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Infinity Financial Services Advisory Oakland, CA Mar 2020 - Current 2
Infinity Financial Services Oaland, CA Jan 2017 - Current 5
Unregistered Raleigh, NC Nov 2016 - Jan 2017 < 1
Lpl Financial LLC Raleigh, NC Feb 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Jul 2009
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.

Get Details on the FINRA Advisor Check site
Contact Info for Robert M. Bulloch
Phone Number: 404-704-0406
Registered State(s):
  • NC
  • OH
By the Numbers
  • Total Assets Under Management
    290
    MILLIONS
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $415,291
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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