Joshua Bullis, financial advisor Tampa FL

Joshua Bullis

CRD Number: 5732630
Current Firm: T. Rowe Price Advisory Services, Inc.

Joshua Bullis (CRD# 5732630) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Tampa, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
T. Rowe Price Investment Services, Inc. Tampa, FL Nov 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Joshua M. Bullis
Phone Number: 800-225-5132
Registered State(s):
  • FL
  • MD
By the Numbers
  • Total Assets Under Management
    1,373
    MILLIONS
  • Total Number of Accounts
    5,011
    ACCOUNTS
  • Average Account Value
    $273,973
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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