Unclaimed Profile

Paul Elliott Bullock

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana

Clean recordBULLOCK WEALTH MANAGEMENT GROUP INC.

121 E. 6TH STREET, BLOOMINGTON, IN 47408CRD# 1966948Firm CRD# 283853

Profile Verification

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

Identity

Paul Elliott Bullock · BLOOMINGTON, IN

Registration

CRD #1966948 · BULLOCK WEALTH MANAGEMENT GROUP INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Elliott Bullock is a registered financial advisor based in BLOOMINGTON, Indiana, affiliated with BULLOCK WEALTH MANAGEMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BULLOCK WEALTH MANAGEMENT GROUP INC.

WELLINGTON INVESTMENT ADVISORS

AUM

$187M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BULLOCK WEALTH MANAGEMENT GROUP INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1966948

Firm CRD# 283853

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Elliott Bullock offer?

Paul Elliott Bullock specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMINGTON, Indiana for a consultation.

What are Paul Elliott Bullock's credentials?

Paul Elliott Bullock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Elliott Bullock located?

Paul Elliott Bullock is based in BLOOMINGTON, Indiana, working with BULLOCK WEALTH MANAGEMENT GROUP INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Paul Elliott Bullock charge for services?

Paul Elliott Bullock'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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