Dennis Dale Bull

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1996 → Present
  Dennis D. Bull C.P.A Self Employed
  Lexington, SC
• 08/1999 → 09/2025
  Avantax Investment Services, Inc.
  Lexington, SC
• 01/2010 → 09/2025
  Avantax Advisory Services
  Lexington, SC
• 06/2012 → Present
  Dennis D. Bull, Cpa Llc
  Lexington, SC
• 10/2002 → 09/2025
  Avantax Insurance Agency, Llc
  Lexington, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lexington, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-19 → 2025-09-05
  Avantax Advisory Services
  Lexington, SC

Other Businesses

1) Sertoma~'NIR'~4610 Augusta Rd~Lexington~SC~29073~Nonprofit~Secretary~7/1/2016~5hrs~1hrs~Take minutes for meetings, participate in drives. 2) Dennis D. Bull, CPA LLC~'NIR'~140 Ashley Oaks Drive~Lexington~SC~29072~Tax Preparation/Accounting~Owner/Sole Proprietor~6/7/2012~100hrs~50hrs~Tax preparation, accounting,Tax planning, business consulting| 3) DURABLE POWER OF TTORNEY POSITION: POA NATURE: MY FIRST COUSIN HAD TO HAVE AN EMERGENCY BRAIN SURGERY AND I WAS ASKED TO BE HER POA IF SHE NEEDED ONE. I HAVE NOT BEEN REQUIRED TO DO ANY DUTIES UNTIL NOW. SHE HAS NO RELATIVES WHO LIVE CLOSE TO HER, THE CLOSEST BEING A 100 MILES AWAY. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/06/2024 ADDRESS: 140 Ashley Oaks Dr, Lexington SC 29072, United States DESCRIPTION: I WILL BE EXPECTED TO PAY HER BILLS, CONDUCT ANY FINACIAL TRANSACTIONS FOR HER, MAKE ANY DECISIONS SHE IS UNABLE TO MAKE. BASICALLY TO BE HER ATTORNY IN FACT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1997-06-16