Antone Bulich (CRD# 5943583) is an Investment Advisor Representative working at Chimera Wealth in Gold River, CA and has over 11 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Chimera Wealth LLC | Gold River, CA | Nov 2020 - Current | 3 |
Crosscountry Mortgage, Inc. | Oakdale, CA | Aug 2020 - Current | 3 |
Oracle | Rocklin, CA | Mar 2018 - Aug 2020 | 2 |
Next Financial Group, Inc. | Houston, TX | Jul 2018 - Nov 2018 | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | May 2016 - Mar 2018 | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2016 - Mar 2018 | 1 |
Protected Investors Of America | Santa Rosa, CA | Apr 2015 - Mar 2018 | 2 |
Various Insurance Carriers For W & R Insurance Agencies | Granite Bay, CA | Feb 2013 - Apr 2015 | 2 |
Waddell & Reed, Inc. | Sacramento, CA | Aug 2012 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- CA
- TX
- WA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$104,921
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CA, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.