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Gavin Bullock

B.o.s.s. Retirement Advisors, LLC

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About Gavin Bullock

Gavin Bullock is a Registered Representative at B.o.s.s. Retirement Advisors, LLC. Gavin has been in the financial services industry since 2016 and is registered in Washington. Prior to working with B.o.s.s. Retirement Advisors, LLC Gavin worked at Wealth Enhancement Group and Edward Jones. Gavin provides Financial Planning and Selection of Other Advisers to clients.

Firm Information

Gavin Bullock is currently registered with B.o.s.s. Retirement Advisors, LLC. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor headquartered in Lehi, UT. The firm provides financial planning, selection of other advisors, and has approximately $763,971,695 in regulatory assets under management. The firm primarily serves individuals and high-net-worth individuals, with over 6,200 accounts.
B.o.s.s. Retirement Advisors, LLC

3400 N ASHTON BLVD

LEHI, UT 84043

$763.97M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Gavin Bullock’s Registration & Firm History

UT

11/25/2024 - Present

B.o.s.s. Retirement Advisors, LLC (LEHI UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Bullock.
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