Philip
Rulon
Lifepro Asset Management
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About this Advisor
Philip Rulon is a financial advisor working in Glendale, Arizona who has 5 years of industry experience. Rulon is an employee of Lifepro Asset Management. Over the course of their career, Rulon has held roles at Lifepro Asset Management, LLC, J.W. Cole Financial, Inc, Rulon Financial & Tax and Jonathan Roberts Advisory Group. Rulon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Lifepro Asset Management is a company operating out of San Diego, CA. It has offices in 35 locations and a total of 55 financial advisors. It has $256 million in assets under management among its 2,364 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises one charities and foundations. Of its 2,364 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically depend on the services. Fee types charged by Lifepro Asset Management may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$256,359,928
55
2,364
$108,443
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Philip Rulon Work History
Philip has been registered as a financial advisor for 5 years.*
Lifepro Asset Management, LLC
Rulon Financial & Tax
J.W. Cole Financial, Inc
Jonathan Roberts Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Rulon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifepro Asset Management
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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