Kara Bullock is a registered investment advisor, based in Cary, NC.
Location
531 Walnut St, Cary, NC, 27511
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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.
Learn about disclosures →Employment History
Current Registrations
Secu Brokerage Services
January 2026 - Present · 4 mos
Credit Union Investment Services
January 2026 - Present · 4 mos
Secu Brokerage ServicesBroker
January 2026 - Present · 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2024 - August 2025 · 10 mos
State Registrations1 state
NC
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.