TB
TB
Timothy Bullard
26 Years of Experience
Greensboro, NC
1 DisclosureBroker
Timothy Bullard is a registered investment advisor at Wells Fargo Advisors, based in Greensboro, NC, with 26 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
2020 New Garden Rd, Ste C, Greensboro, NC, 27410
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2006Denied
Other Business Activities
Timothy owns 100% of Bullard Investment Management, LLC since 2010. This takes significantly more than full-time, including a few hours during trading.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Wells Fargo Advisors
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2010 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2001 - April 2007 · 5 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 2000 - April 2007 · 7 yrs 3 mos
State Registrations8 states
CAMDNCNJNYSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.