Timothy Irving Bullard

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2010 → Present
  Wells Fargo Advisors Financial Network Llc
  Greensboro, NC

Previous Registrations

• 2009-06-01 → 2010-09-14
  Morgan Stanley
  Greensboro, NC
  Greensboro, NC
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greensboro, NC
• 2001-12-31 → 2007-04-02
  Morgan Stanley Dw Inc.
  Greensboro, NC
  Greensboro, NC

Other Businesses

BULLARD INVESTMENT MANAGEMENT, LLC, INVT RELATED, GREENSBORO, NC, 100% OWNERSHIP, START DATE 9/1/2010, 210 HRS PER MONTH, 7 HRS DURING TRADING, FINET PRACTICE. TIMOTHY BULLARD MUSICIAN ; NOT INV RELATED;KERNERSVILLE,NC; ENTERTAINMENT ;100% OWNERSHIP; START DATE: 03/14/2026; 6 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2000-02-21

Other Names

• Timothy I Bullard
• Timothy Irving Bullard Jr
• Timothy Irving Bullard
• Timothy Irving Bullard Jr.
• Tim Bullard