John William Bullock
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2021 to now
- Horizon Wealth Partners, LLCJul 2019 to Jul 2021
- Christopher PazienzaApr 2019 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesApr 2019 to Jul 2021
- Waddell & Reed, Inc.Apr 2019 to Jul 2021
- Baystate FinancialAug 2017 to Jul 2021
- MML Investors Service, LLCAug 2017 to Mar 2019
- Citizens Investment ServicesJan 2016 to Aug 2017
- Citizens Securities, Inc.Jan 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6407994
- Firm CRD
- 6413