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Bulent Erol

13 Years of Experience
San Diego, CA
BrokerSells Insurance

Bulent Erol is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 13 years of industry experience. Bulent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

San Diego, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bulent is an Investment Advisory Representative at HBW Advisory Services, LLC, and President/CEO of LHD Insurance & Financial Services Inc, spending full-time hours at each. He also sells various insurance products and living trust services, and is a co-author of a book on federal employee benefits.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2017 - June 2023 · 6 yrs
Hbw Advisory Services LLC
July 2014 - September 2025 · 11 yrs 2 mos
Hbw Securities LLCBroker
June 2014 - July 2017 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - April 2014 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - April 2014 · 1 yr 4 mos
State Registrations13 states
AZCACODCFLLAMDMNNCNJTNWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.