Bulent Erol, financial advisor San Diego CA
90 score

Bulent Erol

CRD Number: 6121921
Current Firm: Hbw Advisory Services LLC

Bulent Erol (CRD# 6121921) is an Investment Advisor Representative working at Hbw Advisory Services LLC in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hbw Advisory Services LLC Simi Valley, CA Jul 2014 - Current 2
Hbw Securities LLC Simi Valley, CA Jun 2014 - Current 2
Lhd Insurance & Financial Services San Diego, CA Jun 2004 - Current 12
Bank Of America, N.a. San Diego, CA Mar 2013 - Apr 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Sep 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Bulent Erol
Phone Number: 800-473-3856
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    3,782
    ACCOUNTS
  • Average Account Value
    $63,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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