Gavin Bullock
Investment adviser representative at Trajan Wealth, L.L.C.
10 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Trajan Wealth, L.L.C.Jul 2026 to now
- B.O.S.S. Retirement Advisors, LLCNov 2024 to May 2026
- B.O.S.S. Retirement Solutions, LLCNov 2024 to May 2026
- Nova 401(k) AssociatesFeb 2024 to Nov 2024
- Wealth Enhancement Advisory ServicesJun 2022 to Jan 2024
- Wealth Enhancement Brokerage ServicesJun 2022 to Jan 2024
- Wealth Enhancement GroupJun 2022 to Jan 2024
- Edward JonesJun 2020 to May 2022
- Maverick Mgmt, Inc.Jun 2019 to Aug 2019
- Off RoadAug 2017 to Jun 2019
- Pacific UniversityAug 2016 to May 2020
- Darren Lauby Building ProductsJun 2016 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 7255700
- Firm CRD
- 158847