Christopher BulmanCRD Number: 4450710
Current Firm: Brookstone Wealth Advisors, LLC
Christopher Bulman (CRD# 4450710) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Roseville, CA and has over 20 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Chris Bulman Inc. Dba Bulman Wealth Group||Roseville, CA||Mar 2021 - Current||1|
|Chris Bulman Inc. Dba Bwg Insurance Agency||Roseville, CA||Jul 2018 - Current||4|
|Chris Bulman Inc. Dba Bulman Wealth Group||Roseville, CA||Jul 2018 - Current||4|
|Retirement Wealth Advisors, LLC||Grand Rapids, MI||Feb 2016 - Current||6|
|Ameritas Life Insurance Corp.||Lincoln, NE||Feb 2006 - Current||16|
|World Equity Group||Arlington Heights, IL||Aug 2019 - Nov 2021||2|
|Otellus||San Francisco, CA||May 2005 - Dec 2019||14|
|Tcm Securities||Woodstock, GA||Feb 2016 - Aug 2019||3|
|Ameritas Investment Corp||Lincoln, NE||Jan 2010 - Feb 2016||6|
|Ameritas Investment Corp||Lincoln, NE||Feb 2006 - Feb 2016||10|
|Cornerstone Financial Partners||San Jose, CA||Apr 2006 - Jan 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management32MILLIONS
Total Number of Accounts410ACCOUNTS
Average Account Value$78,780
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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