PB
PB

Patrick Bulger

28 Years of Experience
Ft Lauderdale, FL
Broker

Patrick Bulger is a registered investment advisor at Cetera Investment Advisers LLC, based in Ft Lauderdale, FL, with 28 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

500 E. Broward Blvd #1710, Ft Lauderdale, FL, 33394

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
May 2014 - May 2021 · 7 yrs
Summit Brokerage Services, INC.Broker
May 2014 - September 2019 · 5 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2014 · 6 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2014 · 6 yrs 4 mos
A. G. Edwards & Sons, INC.
March 1999 - January 2008 · 8 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
March 1999 - January 2008 · 8 yrs 10 mos
Fas Wealth Management Services, INC.Broker
August 1998 - December 1998 · 4 mos
Biltmore Securities, INC.Broker
October 1997 - August 1998 · 10 mos
State Registrations8 states
CACTFLNCNYPASCWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Patrick Bulger - Financial Advisor | TrueAdvisor