Rhonda Bullock (CRD# 6166949) is an Investment Advisor Representative working at Westwood Wealth Management in Houston, TX and has over 10 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Westwood Wealth Management | Houston, TX | Oct 2020 - Current | 3 |
Unemployed | Houston, TX | Mar 2020 - Sep 2020 | < 1 |
Ml&r Wealth Management LLC | Austin, TX | Sep 2019 - Feb 2020 | < 1 |
Unemployed | Austin, TX | Jun 2019 - Aug 2019 | < 1 |
Nova Wealth Management Group, LLC | Atlanta, GA | Nov 2016 - May 2019 | 2 |
Hfg Wealth Management, LLC | The Woodlands, TX | Oct 2014 - Oct 2016 | 2 |
Madison Avenue Securities, Inc. | Houston, TX | Jan 2013 - Oct 2014 | 1 |
Senior Partners | Houston, TX | Jan 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- TX
-
Total Assets Under Management433MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$1,131,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, MD, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SD, TX, VA
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