Bulent Erol, financial advisor San Diego CA
93 score

Bulent Erol

CRD Number: 6121921
Current Firm: Cetera Advisor Networks LLC

Bulent Erol (CRD# 6121921) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jun 2017 - Current 1
Hbw Advisory Services LLC Simi Valley, CA Jul 2014 - Current 3
Lhd Insurance & Financial Services San Diego, CA Jun 2004 - Current 14
Hbw Securities LLC Simi Valley, CA Jun 2014 - Jun 2017 3
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: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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