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Philip Brian Bullard

Valley Wealth Strategies, LLC

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About Philip Brian Bullard

Philip Bullard is a financial advisor registered with Valley Wealth Strategies, LLC, an independent investment advisor firm. Philip has been in the financial services industry since November 2006. Philip provides investment advisory services through Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is a Registered Investment Advisor, headquartered in Lodi, California. Philip is also registered with LPL Financial, LLC, a registered broker dealer. Philip is licensed in California.

Firm Information

Philip Bullard is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Bullard’s Registration & Firm History

CA

01/18/2018 - Present

Valley Wealth Strategies, LLC (Ventura CA)

CA

01/18/2011 - 11/29/2017

NATIONAL PLANNING CORPORATION (Ventura CA)

CA

01/28/2010 - 08/17/2010

NATIONAL PLANNING CORPORATION (VENTURA CA)

CA

05/05/2006 - 12/31/2009

MULTI-FINANCIAL SECURITIES CORPORATION (NEWBURY PARK CA)

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Licenses & Designations

BOTH

Issued 06/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Brian Bullard.
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