Unclaimed Profile

Paul Elliott Bullock

BULLOCK WEALTH MANAGEMENT GROUP INC.·BLOOMINGTON, Indiana

SIE, Series 7, Series 24, Series 31, Series 63, Series 66Clean record26 years registeredBULLOCK 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. · 26 years registered

Brand Profile

Not yet started

Career History

WELLINGTON INVESTMENT ADVISORS

Aug 2016 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2009 – Sep 2016

BLOOMINGTON, IN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2004 – Feb 2009

TERRE HAUTE, IN

RAYMOND JAMES FINANCIAL SERVICES

Jul 2000 – Aug 2004

TERRE HAUTE, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · July 3, 2000

Years registered · 26

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

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Indiana or claim this profile if it's yours.

Browse BLOOMINGTON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →