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TB

Terry L. Bullard

Some features on this profile are disabled
CRD#: 1742996
TB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terry Lynn Bullard, CFP®, who also goes by Terry L Bullard, was a registered financial professional .

Terry is a previously registered financial professional and started their career in finance in 1987. Terry had worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Terry L Bullard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1989

Experience

Past

June 26, 2020 - March 1, 2021

PARK PLACE CAPITAL CORPORATION

RIA
CRD#: 107952
Tupelo, MS
Past

June 1, 2020 - April 14, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
TUPELO, MS
Past

September 6, 2007 - April 14, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
TUPELO, MS
Past

January 3, 2003 - April 2, 2007

PFIC SECURITIES CORPORATION

BD
CRD#: 34941
TUPELO, MS
Past

June 13, 2000 - July 18, 2001

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

January 31, 1997 - May 31, 2000

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 6, 1990 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

October 24, 1989 - June 8, 1990

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

August 23, 1988 - February 17, 1989

PROGRESSIVE CAPITAL SECURITIES CORPORATION

BD
CRD#: 14946
Past

October 21, 1987 - September 6, 1988

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PARK PLACE CAPITAL CORPORATION
NASHVILLE CAPITAL CORP | PARK PLACE CAPITAL CORPORATION | PARK PLACE CAPITAL

CRD#: 107952 / SEC#: 801-32593

RIA
Registered Investment Advisory firm - (9/2/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 3/8/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/1987
General Securities Representative Examination

Current Firm

PP
PARK PLACE CAPITAL CORPORATION
NASHVILLE CAPITAL CORP | PARK PLACE CAPITAL CORPORATION | PARK PLACE CAPITAL

CRD#: 107952 / SEC#: 801-32593

RIA
Registered Investment Advisory firm - (9/2/1988 Approved)
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Contact information

Main Address
2728 19th Place S Suite 160, Homewood, AL 35209
Mailing Address
Phone number
(800) 459-9084
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 WRAP FEE PROGRAM BROCHURE (10/7/2025)
PARK PLACE CAPITAL ADV PART 2 (9/8/2025)

Regulatory assets under management

Total Number of Accounts416
AUM (Assets Under Management)$ 724,023,748

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARK PLACE CAPITAL CORPORATION

CRD#: 107952

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