James BullardCRD Number: 5950024
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
James Bullard (CRD# 5950024) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Hills Estates, CA and has over 6 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Bank Of America, N.a.||Rolling Hills, CA||Aug 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Hills, CA||Jul 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jul 2016||1|
|Morgan Stanley||Rolling Hills, CA||Apr 2013 - Jul 2016||3|
|Bank Of America, N.a.||Segundo, CA||Sep 2011 - Apr 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||El Segundo, CA||Jun 2011 - Apr 2013||1|
|Bullard Cunningham & Co, LLC||Rancho Palos Verdes, CA||Feb 2010 - Jun 2011||1|
|Palos Verdes Unified School District||Palos Verdes Estates, CA||Feb 2010 - May 2011||1|
|Glenwood Development Co||Glendale, CA||Apr 2007 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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