RB
RB

Robert Bullard

24 Years of Experience
Hinsdale, IL
Broker

Robert Bullard is a registered investment advisor at Wells Fargo Advisors, based in Hinsdale, IL, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

111 S Lincoln St, 200, Hinsdale, IL, 60521

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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
Wells Fargo Advisors
December 2023 - Present · 2 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2018 - December 2023 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
November 2018 - December 2023 · 5 yrs 1 mo
David A. Noyes & CompanyBroker
October 2014 - November 2018 · 4 yrs 1 mo
Thrivent Investment Management INC.Broker
April 2014 - October 2014 · 6 mos
Advanced Equities, INC.Broker
July 2012 - November 2012 · 4 mos
Chicago Investment Group, LLCBroker
November 2002 - July 2010 · 7 yrs 8 mos
Advanced Equities, INC.Broker
August 1999 - December 2002 · 3 yrs 4 mos
PrimexBroker
February 1998 - July 1999 · 1 yr 5 mos
State Registrations27 states
AZCACODCDEFLGAILINKSKYMIMNMONCNVNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.