Antone BulichCRD Number: 5943583
Current Firm: Protected Investors Of America
Antone Bulich (CRD# 5943583) is an Investment Advisor Representative working at Protected Investors Of America in Santa Rosa, CA and has over 4 years of experience in the finance industry.
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
Western International Securities
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2016 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2016 - Current||< 1|
|Protected Investors Of America||Santa Rosa, CA||Apr 2015 - Current||1|
|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|
|Securities Service Network, Inc.||Sacramento, CA||Jun 2011 - Aug 2012||1|
|Lucas Group Financial Planners||Sacrmento, CA||Jan 2011 - May 2012||1|
|Student||Granite Bay, CA||Aug 2000 - Jan 2011||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management608MILLIONS
Total Number of Accounts2,142ACCOUNTS
Average Account Value$283,816
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI
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