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Rhonda Michelle Bullock

Westwood Wealth Management

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About Rhonda Michelle Bullock

Rhonda Bullock is a financial advisor who has been in the industry for over 10 years. Rhonda is currently registered with Westwood Wealth Management, and previously worked with MADISON AVENUE SECURITIES, INC.. Rhonda's specializations include portfolio management, financial planning, and pension consulting. Rhonda holds a Series 66, Series 7, and SIE license. Rhonda has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Rhonda Bullock is currently registered with Westwood Wealth Management. Westwood Wealth Management is a Dallas, TX-based investment advisor with $433,271,448 in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They have over 25 employees and 383 client accounts.
Westwood Wealth Management

200 CRESCENT COURT

DALLAS, TX 75201

$433.27M

Assets Under Management

1

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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robo advisory platform

Robo advisory platform

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rhonda Bullock’s Registration & Firm History

TX

12/15/2020 - Present

Westwood Wealth Management (Houston TX)

TX

11/04/2013 - 10/01/2014

MADISON AVENUE SECURITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 03/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2014

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rhonda Michelle Bullock.
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