TB
TB
Tony Bullard
30 Years of Experience
Lumberton, NC
1 DisclosureBroker
Tony Bullard is a registered investment advisor at Truist Advisory Services, INC., based in Lumberton, NC, with 30 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
500 N Pine St, Lumberton, NC, 28358
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2014Settled
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2003 - January 2018 · 14 yrs 5 mos
Bb&t Investment Services, INC.Broker
August 2003 - January 2018 · 14 yrs 5 mos
Wachovia Securities, LLCBroker
March 2002 - August 2003 · 1 yr 5 mos
RBC Centura Securities, INC.Broker
April 1999 - February 2002 · 2 yrs 10 mos
Sii Investments, INC.Broker
October 1998 - April 1999 · 6 mos
First American National Securities, INC.Broker
February 1989 - December 1990 · 1 yr 10 mos
First American National Securities, INC.Broker
March 1988 - December 1990 · 2 yrs 9 mos
State Registrations16 states
ALCAFLGAMDMEMINCNMNVNYOHSCTNTXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.
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