Alan Bulger, financial advisor Seattle WA
93 score

Alan Bulger

CRD Number: 5527941
Current Firm: Percension Wealth Advisors, LLC

Alan Bulger (CRD# 5527941) is an Investment Advisor Representative working at Percension Wealth Advisors, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Percension Wealth Advisors Seattle, WA May 2015 - Current 3
Northwest Educational Coaching Network Bothell, WA Oct 2004 - Current 13
Transamerica Financial Advisors, Inc. Bellevue, WA Oct 2013 - May 2015 1
World Financial Group, Inc. Bellevue, WA Sep 2013 - May 2015 1
Woodbury Financial Bellevue, WA Sep 2010 - Sep 2013 3
Nw Educational Coaching Bothell, WA Mar 2010 - Jul 2010 < 1
New York Life Bellevue, WA Oct 2008 - Mar 2010 1
Seafirst Capital Lending Seattle, WA Oct 2007 - Nov 2008 1
Mass Mutual Seattle, WA Mar 2008 - Aug 2008 < 1
World Financial Group Duluth, GA Apr 2006 - Dec 2007 1
America One Finance Bellevue, WA May 2007 - Oct 2007 < 1
Seattle University Seattle, WA Jan 2007 - Oct 2007 < 1
Student Seattle, WA Jan 2007 - Oct 2007 < 1
America One Finance Bellevue, WA May 2007 - Jul 2007 < 1
Global Mortgage Advisory Group Mill Creek, WA Jan 2007 - May 2007 < 1
Liberty Financial Group Bellevue, WA Aug 2006 - Dec 2006 < 1
Northwest Edu Coach Net Bothell, WA Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Alan C. Bulger
Phone Number: (206) 455-2765
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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