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Thomas Robert Bulloch

Osaic Wealth, Inc.

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About Thomas Robert Bulloch

Thomas Bulloch is a financial advisor with Osaic Wealth, Inc. located in Naples, FL. Thomas has been in the industry since September 1990 and has a total of 15 active registrations in 16 states and 1 active investment advisor registration in Florida. Thomas has passed the Series 6, Series 22, and Series 63 exams, as well as the SIE exam. Thomas also has a current insurance agent license in Florida.

Firm Information

Thomas Bulloch is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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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Thomas Bulloch’s Registration & Firm History

FL

01/24/2025 - Present

Osaic Wealth, Inc. (NAPLES FL)

FL

09/20/2002 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (DEERFIELD BEACH FL)

PA

09/12/1990 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 08/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1990

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas Robert Bulloch. Review regulatory record here.
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