Bull City Advisors, LLC

Bull City Advisors, LLC (CRD# 162049) is a financial advisory firm headquartered in Durham, NC. They manage $137,253,578 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $2,250,059
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 - 2 of 2 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 24 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.

2
Benjamin J. Whisler
CRD#: 6732526
807 East Main Street, Suite 2-260, Durham, NC 27701
90
Wealthminder
score

Benjamin Whisler (CRD# 6732526) is an Investment Advisor Representative working at Bull City Advisors, LLC in Durham, NC and has 1 year of experience in the finance industry. Benjamin Whisler 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.

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