Philip
Bullard
Valley Wealth Strategies, LLC
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About this Advisor
Philip Bullard is a financial advisor operating in Ventura, California with 5 years of relevant experience. Bullard works at Valley Wealth Strategies, LLC. During their career, the advisor has held roles at Wheatman Insurance Services LLC, National Planning Corporation, Lpl Financial, LLC and Valley Wealth Strategies, LLC. Bullard holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Valley Wealth Strategies, LLC is a financial advisory company that has its headquarters in Lodi, CA. It has offices in 20 locations and a total of 31 financial advisors. It administers $1 billion in assets under management across its 3,600 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,600 customer accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the type of financial services offered. Fees charged by Valley Wealth Strategies, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,023,000,000
31
3,600
$284,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Philip Bullard Work History
Philip has been registered as a financial advisor for 5 years.*
Valley Wealth Strategies, LLC
Lpl Financial, LLC
Wheatman Insurance Services LLC
National Planning Corporation
*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 Bullard 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 Valley Wealth Strategies, LLC
Lodi, CA
Sunnyvale, CA
San Diego, CA
San Ramon, CA
Menlo Park, CA
Sonora, CA
Lodi, CA
Yuba City, 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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