Edward Bullock
Edward Bullock is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Easton, PA, with 42 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4030 William Penn Highway, Easton, PA, 18045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the President of the Board of Trustees for the Phillipsburg NJ Public Library and Vice Chairman for IRCO Federal Credit Union, dedicating minimal time to each. He also sells group and individual health, vision, dental, and group disability insurance as an insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
G. R. Phelps & CO., INC.Broker
Travelers Equities Sales, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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