Alan C. Bulger
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.
Alan Curtiss Bulger, who also goes by Ace Bulger, Alan Bulger, was a registered financial professional .
Alan is a previously registered financial professional and started their career in finance in 2009. Alan had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 12, 2015 - January 3, 2017
PERCENSION WEALTH ADVISORS, LLC
October 7, 2013 - June 2, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 7, 2013 - June 2, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
June 6, 2013 - October 4, 2013
WOODBURY FINANCIAL SERVICES, INC.
August 5, 2010 - October 4, 2013
WOODBURY FINANCIAL SERVICES, INC.
April 1, 2009 - March 4, 2010
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PERCENSION WEALTH ADVISORS, LLC
CRD#: 160134 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 25,600,000 |
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.
