Unclaimed Profile

Emily Lillian Bray

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana

SIE, Series 7, Series 7TO, Series 66Clean record7 years registeredBULLOCK WEALTH MANAGEMENT GROUP INC.

121 E. 6TH STREET, BLOOMINGTON, IN 47408CRD# 6357469Firm CRD# 283853

Profile Verification

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

Identity

Emily Lillian Bray · BLOOMINGTON, IN

Registration

CRD #6357469 · BULLOCK WEALTH MANAGEMENT GROUP INC. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BULLOCK WEALTH MANAGEMENT GROUP INC.

WELLINGTON INVESTMENT ADVISORS

Dec 2018 – Nov 2022

BLOOMINGTON, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · December 27, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULLOCK WEALTH MANAGEMENT GROUP INC.

CRD 283853 · SEC 801-121578

AUM

$187M

Regulatory assets under management

Employees

905 client accounts

Services offered by BULLOCK WEALTH MANAGEMENT GROUP 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 BULLOCK WEALTH MANAGEMENT GROUP INC. →

Introduction

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Frequently Asked Questions

What services does Emily Lillian Bray offer?

Emily Lillian Bray specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Emily Lillian Bray's credentials?

Emily Lillian Bray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emily Lillian Bray located?

Emily Lillian Bray is based in BLOOMINGTON, Indiana, last registered with BULLOCK WEALTH MANAGEMENT GROUP INC..

How does Emily Lillian Bray charge for services?

Emily Lillian Bray's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BULLOCK WEALTH MANAGEMENT GROUP INC.?

BULLOCK WEALTH MANAGEMENT GROUP INC. has approximately 7 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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