Lawrence BullockCRD Number: 821591
Current Firm: Corecap Advisors
Lawrence Bullock (CRD# 821591) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 25 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Corecap Investments||Southfield, MI||Jan 2013 - Current||5|
|L.m. Kohn & Company||Cincinnati, OH||Jul 2012 - Nov 2012||< 1|
|Leonard & Company||Troy, MI||Mar 1996 - Jul 2012||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1993|
|S65||NASAA Investment Advisors Law Examination||Apr 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
Total Assets Under Management600MILLIONS
Total Number of Accounts2,950ACCOUNTS
Average Account Value$203,390
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
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