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).
Total Assets Under Management123MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$2,013,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.