Robert
Bulloch

Sb Advisory, LLC

CRD#2541075
Investment Advisor
in Raleigh, NC

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About this Advisor

Robert Bulloch is a financial advisor based in Raleigh, North Carolina, working with Sb Advisory, LLC. Robert has previously held positions at Lpl Financial LLC, Infinity Financial Services Advisory, Unregistered, and Infinity Financial Services. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Ohio. Currently, Robert is part of Sb Advisory, LLC, which operates out of Raleigh, North Carolina. The firm has 27 offices and 29 employees. The firm manages assets totaling $285.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sb Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Raleigh, NC

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Sb Advisory, LLC Brokerage Details

Total Assets Under Management

$285,851,527

NC Average: $3,570,121,308
Total Number of Employees

29

NC Average: 58
Total Number of Accounts

1,045

NC Average: 1,608
Average Account Size

$273,542

NC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Bulloch Work History

2020 - Present (5 years)

Infinity Financial Services Advisory

2017 - Present (8 years)

Infinity Financial Services

2016 - 2017 (1 year)

Unregistered

2010 - 2016 (6 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Bulloch 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 Sb Advisory, LLC

Jeffrey Bowman
Scottsdale, AZ
Michael Allen
La Jolla, CA
Jeffrey Garland
Atlanta, GA
Guilford Nergard
Atlanta, GA
Timothy Yang
Atlanta, GA
Alan Feinberg
Boca Raton, FL
Robert Takacs
Johns Creek, GA
Mei Davidson
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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