Paul
Bullock
Wellington Investment Advisors
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About this Advisor
Paul Bullock is a financial advisor who works out of Bloomington, Indiana who has 7 years of relevant experience. Bullock is currently employed by Wellington Investment Advisors. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network LLC, Wellington Investment Advisors and Private Client Services LLC. Bullock has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Florida, Indiana, Michigan, South Carolina, Tennessee and Texas. Wellington Investment Advisors is a registered investment company based in Bloomington, IN. It has offices in four locations and a total of seven financial advisors. It handles $148 million in assets between its 784 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 784 accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely vary depending on which services are offered. Fees charged by Wellington Investment Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wellington Investment Advisors Brokerage Details
$148,189,000
7
784
$189,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Bullock Work History
Paul has been registered as a financial advisor for 7 years.*
Wellington Investment Advisors
Private Client Services LLC
Wellington Investment Advisors
Wells Fargo Advisors Financial Network LLC
*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 Paul Bullock 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 Wellington Investment Advisors
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
Bloomington, IN
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