Jeffrey Bulger is a registered investment advisor, based in Mooresville, NC, with 26 years of industry experience.
Location
232 Williamson Rd, Mooresville, NC, 28117
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Regulatory History (3)
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Customer Dispute
February 2016Denied
Customer Dispute
March 2010Settled
Customer Dispute
September 2008Settled
Other Business Activities
Jeffrey owns a rental property in Mooresville, NC, since 2012, but has no duties or responsibilities related to it. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Securities, LLCBroker
December 2017 - February 2021 · 3 yrs 2 mos
Bb&t Securities, LLC
December 2017 - December 2017 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2017 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - December 2017 · 8 yrs 2 mos
Suntrust Investment Services, INC.Broker
May 2006 - May 2006 · 0 mos
Suntrust Investment Services, INC.
May 2006 - May 2006 · 0 mos
Banc of America Investment Services, INC.
February 2003 - October 2009 · 6 yrs 8 mos
Banc of America Investment Services, INC.Broker
July 1999 - October 2009 · 10 yrs 3 mos
State Registrations28 states
AZCACOCTDCFLGAILLAMDMOMSMTNCNJNYOHOKORPAPRSCTNTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.