Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Bullard is a financial advisor with Truist Advisory Services, Inc., who is licensed to provide investment advice in 15 states. Tony has been in the industry since 1996 and has experience with Truist Advisory Services, Inc., BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., WACHOVIA SECURITIES, LLC, RBC CENTURA SECURITIES, INC., and FIRST AMERICAN NATIONAL SECURITIES, INC. Tony has a wide range of specializations including investment advice, retirement planning, college savings, insurance, and estate planning. Tony works with a variety of clients including individuals, families, businesses, and trusts. Tony is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (LUMBERTON NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
08/13/2003 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ELIZABETHTOWN NC)
MO
03/05/2002 - 08/12/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/09/1999 - 02/20/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
WI
10/20/1998 - 04/07/1999
SII INVESTMENTS, INC. (APPLETON WI)
NA
02/27/1989 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC.
GA
03/04/1988 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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