Fredy Bulla
Fredy Bulla is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Fredy is involved with two non-profit organizations: CASBO, where he sits on the Associate Member Committee, and the Santa Monica Education Foundation, where he is President and focuses on fundraising. He dedicates a few hours per week to each organization.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations12 states
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