Marc Bullock, financial advisor Troy MI
90 score

Marc Bullock

CRD Number: 6055531
Current Firm: Kovack Advisors, Inc.

Marc Bullock (CRD# 6055531) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Troy, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Advisors, Inc. Fort Lauderdale, FL Jan 2015 - Current 1
Kovack Securities Inc. Troy, MI Oct 2014 - Current 2
Resource Horizons Investment Advisory Marietta, GA Aug 2012 - Dec 2014 2
Resource Horizons Group, LLC Marietta, GA Aug 2012 - Oct 2014 2
L.m. Kohn & Company Cincinnati, OH Jul 2012 - Aug 2012 < 1
Leonard & Company Troy, MI Apr 2012 - Aug 2012 < 1
Department Of Defense Washington, DC Apr 2003 - Jun 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Marc L. Bullock
Phone Number: 954-782-4771
Registered State(s):
  • AZ
  • CO
  • FL
  • MI
  • NV
  • WA
  • SC
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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