Patrick Bullis is a registered investment advisor, based in Athol, MA, with 15 years of industry experience.
Location
14 Grove Street, Athol, MA, 01331
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is affiliated with Avantax Insurance Agency/Services, selling Equity Indexed Annuities since 2012, dedicating a few hours per week. He also owns Patrick Bullis CPA, providing tax preparation, accounting, bookkeeping, and payroll services, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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