Antone Bulich, financial advisor Santa Rosa CA
90 score

Antone Bulich

CRD 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 3 years of experience in the finance industry.

Similar Advisors
Brian Breen, financial advisor Santa Rosa CA
Brian J. Breen
CRD# 4731645
Jacobson & Breen Wealth Management, LLC
Score
101
Similar Advisors
Russell Albright, financial advisor Santa Rosa CA
Russell B. Albright
CRD# 2692363
Albright Investment Management LLC
Score
100
Similar Advisors
Gerard Gloisten, financial advisor Santa Rosa CA
Gerard P. Gloisten
CRD# 2579962
Western International Securities
Score
100
Company Name Location Dates Years
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
Contact Info for Antone S. Bulich
Phone Number: 415-398-4363
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    608
    MILLIONS
  • Total Number of Accounts
    2,142
    ACCOUNTS
  • Average Account Value
    $283,816
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.