BB
BB

Brandon Michael Bules

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brandon is a managing member of The Bules Group LLC for DBA and office rental space, but spends no time on it. He also sells fixed insurance and annuity products through National Agent Alliance, dedicating about 10-20% of his time, and manages Bules Farms LLC, spending minimal time on it.

Employment History
Current Registrations
Integrity Advisory Solutions
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Brandon Michael Bules - Financial Advisor | TrueAdvisor