Robert Bulman
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Robert Bulman? Claim your profile
Contact this firm
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
12 years in the industry.
- LPL Financial LLCMay 2026 to now
- BMO Bank NAMay 2026 to now
- J.P. Morgan Securities LLCMay 2023 to May 2026
- JPMorgan Chase Bank (il)May 2023 to May 2026
- E*trade Securities LLCSep 2022 to May 2023
- Ntn Bearing Corporation of AmericaSep 2021 to Aug 2022
- Vape Market LLCMar 2021 to Jan 2023
- Made Men Distributors, LLCMar 2021 to Sep 2022
- Wise Guys VapesNov 2020 to Aug 2021
- Cme GroupMay 2019 to Aug 2019
- Five GuysJan 2019 to May 2019
- Rexnord Aerospace/trueblue Inc.Jul 2018 to Aug 2018
- Michigan State UniversityAug 2016 to Dec 2020
- Iverness Golf ClubMay 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7612520
- Firm CRD
- 6413