Scott Vlahon (CRD# 6641095) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, CA and has over 7 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chris Bulman Inc. | Roseville, CA | Jul 2021 - Current | 2 |
| Retirement Wealth Advisors LLC | Pleasanton, CA | Sep 2016 - Current | 7 |
| Bulman Wealth Group | Pleasanton, CA | Apr 2014 - Current | 10 |
| Integrated Financial Settlements Dba Bulman Wealth Group | Roseville, CA | Oct 2018 - Jul 2021 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- CA
- TX
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$152,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NV, PA, TN, TX
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