Robert
Bulloch
Sb Advisory, LLC
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About this Advisor
Robert Bulloch is a financial advisor based in Raleigh, North Carolina with 2 years of relevant experience. Bulloch currently works for Sb Advisory, LLC. The advisor has gained experience at Lpl Financial LLC, Infinity Financial Services Advisory, Infinity Financial Services and Unregistered. Bulloch maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Ohio. Sb Advisory, LLC is a registered investment business headquartered in Atlanta, GA. It has offices in 27 locations and a total of 30 advisors. It handles $247 million in total assets between its 826 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 826 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of financial services provided. However, fee types charged by Sb Advisory, LLC may 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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Sb Advisory, LLC Brokerage Details
$246,790,040
30
826
$298,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Bulloch Work History
Robert has been registered as a financial advisor for 2 years.*
Infinity Financial Services Advisory
Infinity Financial Services
Unregistered
Lpl Financial 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 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
Atlanta, GA
Miami, FL
Johns Creek, GA
Atlanta, GA
Atlanta, GA
Boca Raton, FL
Atlanta, GA
Plymouth, MI
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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