Stephen
Bull
Verus Capital Partners, LLC
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About this Advisor
Stephen Bull is a financial advisor operating in Mesa, Arizona who has 8 years of industry experience. Bull is an employee of Verus Capital Partners, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC, Verus Capital Partners, LLC and Securities America, Inc. Bull maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California and Texas. Verus Capital Partners, LLC is a business operating out of Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 47 employees. It manages $948 million in total assets among its 4,226 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves 12 charities and foundations. Of its 4,226 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically are based on which services are provided. However, fee types billed by Verus Capital Partners, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verus Capital Partners, LLC Brokerage Details
$948,186,511
47
4,226
$224,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephen Bull Work History
Stephen has been registered as a financial advisor for 8 years.*
Lpl Financial, LLC
Verus Capital Partners, LLC
Securities America, Inc
*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 Stephen Bull 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 Verus Capital Partners, LLC
Pasadena, CA
Mesa, AZ
San Diego, CA
Scottsdale, AZ
Mesa, AZ
San Marcos, CA
Northridge, CA
Glenelg, MD
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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