Verified
Robert Bullock is a financial advisor with over 29 years of experience in the industry. Robert is currently registered with KWB Wealth in REDLANDS, CA. Previously, Robert was registered with ROYAL ALLIANCE ASSOCIATES, INC. in SCOTTSDALE, AZ, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in NEW YORK, NY. Robert holds Series 63, Series 24, SIE, and Series 7 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/28/2023 - Present
KWB Wealth (REDLANDS CA)
AZ
10/20/1995 - 04/24/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
07/08/1993 - 12/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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