Antone Bulich, financial advisor Gold River CA

Antone Bulich

CRD Number: 5943583
Current Firm: Chimera Wealth

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.

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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
Contact Info for Antone S. Bulich
Phone Number: 707-582-0007
Registered State(s):
  • CA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $104,921
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, TX, WA

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