Bull City Advisors, LLC

Bull City Advisors, LLC (CRD# 162049) is a financial advisory firm headquartered in Durham, NC. They manage $122,845,541 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $2,013,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Bull City Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan M. Carson
CRD#: 2055550
807 East Main Street, Suite 2-260, Durham, NC 27701
96
Wealthminder
score

Susan Carson (CRD# 2055550) is an Investment Advisor Representative working at Bull City Advisors, LLC in Durham, NC and has over 23 years of experience in the finance industry. Susan Carson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.