Kara F. Bulhon
Professional summary
Kara Fisher Bulhon, who also goes by Kara Lynne Fisher, is a registered financial advisor currently at TOLLESON PRIVATE WEALTH MANAGEMENT located in Dallas, Texas.
Kara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kara has worked at 3 firms and has passed the Series 63 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kara Fisher Bulhon's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2021 - Present
TOLLESON PRIVATE WEALTH MANAGEMENT
Office #1: 5500 Preston Road Suite 250, Dallas, TX 75205February 8, 2013 - September 12, 2013
HOULIHAN LOKEY CAPITAL, INC.
September 11, 2012 - May 6, 2013
MILESTONE ADVISORS LLC
Primary Firm SEC Registration
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/21/2021)
Exams
Current Firm
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838 / SEC#: 801-57641
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 8,759,140,273 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 12/29/2024 | ||
| 03/01/2024 | ||
| 01/26/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TOLLESON PRIVATE WEALTH MANAGEMENT
CRD#: 111838Dallas, TX 75205TRUST BUT VERIFY
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