Unclaimed Profile

Christopher James Bulman

CHRIS BULMAN INC.·ROSEVILLE, California

SIE, Series 6TO, Series 7, Series 63, Series 66Clean record22 years registeredCHRIS BULMAN INC.

3400 DOUGLAS BLVD., ROSEVILLE, CA 95661CRD# 4450710Firm CRD# 313552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher James Bulman · ROSEVILLE, CA

Registration

CRD #4450710 · CHRIS BULMAN INC. · 22 years registered

Brand Profile

Not yet started

Career History

BULMAN WEALTH GROUP

Apr 2021 – present

BROOKSTONE WEALTH ADVISORS, LLC

Feb 2016 – Aug 2023

ROSEVILLE, CA

AMERITAS INVESTMENT CORP

Jan 2010 – Feb 2016

SAN JOSE, CA

WELLS FARGO INVESTMENTS, LLC

Jan 2004 – May 2005

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 66

Registration record

First registered · January 1, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHRIS BULMAN INC.

CRD 313552 · SEC 801-124893

AUM

$148M

Regulatory assets under management

Employees

974 client accounts

Services offered by CHRIS BULMAN INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHRIS BULMAN INC. →

Introduction

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Frequently Asked Questions

What services does Christopher James Bulman offer?

Christopher James Bulman specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.

What are Christopher James Bulman's credentials?

Christopher James Bulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher James Bulman located?

Christopher James Bulman is based in ROSEVILLE, California, working with CHRIS BULMAN INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Christopher James Bulman charge for services?

Christopher James Bulman's firm is compensated through percentage of aum, subscription fees, other: co-advisor fees and referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHRIS BULMAN INC.?

CHRIS BULMAN INC. has approximately 14 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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