David
Bull
Ark Wealth Management
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About this Advisor
David Bull is a financial advisor based in Austin, Texas, working with Ark Wealth Management. David has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Ark Financial Group, LLC, Oakwell Private Wealth Management, Ark Financial Advisors, LLC, Ark Financial Consultants, and Ark Wealth Management, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, David is part of Ark Wealth Management, which operates out of Austin, Texas. The firm has 4 employees and manages assets totaling $144.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Ark Wealth Management includes asset-based, hourly, and fixed fees.
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Ark Wealth Management Brokerage Details
$144,581,209
4
465
$310,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Bull Work History
Ark Wealth Management, LLC
Ark Financial Consultants
Ark Financial Advisors, LLC
Ark Financial Group, LLC
Oakwell Private Wealth Management
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of David Bull 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 Ark Wealth Management
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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