Daniel
Bullard
On Investment Management Co
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About this Advisor
Daniel Bullard is a chartered financial consultant based in Branford, Connecticut with a total of 12 years of relevant experience. Bullard is currently employed by On Investment Management Co. Their career trajectory has included roles at Bullard And Associates, Inc, General American General Agent, Provident Mutual and The O.N. Equity Sales Company. Bullard holds a Series 63 license, qualifying them as a securities representative, and can work in Connecticut, Massachusetts, Ohio, Vermont and Virginia. On Investment Management Co is an advisory firm headquartered in Cincinnati, OH. The firm has offices in 202 locations and a total of 256 people on staff. It has $2 billion in total assets across its 12,239 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 12,239 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. On Investment Management Co provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by On Investment Management Co most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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On Investment Management Co Brokerage Details
$2,078,480,898
256
12,239
$169,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Daniel Bullard Work History
Daniel has been registered as a financial advisor for 12 years.*
The O.N. Equity Sales Company
Provident Mutual
General American General Agent
Bullard And Associates, 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 Daniel 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 On Investment Management Co
Rushville, IL
Mackinaw, IL
Tustin, CA
Southampton, PA
Cincinnati, OH
Mc Bain, MI
Weirton, WV
Madison, WI
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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