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BB

Brandon J. Bullock

TAYLOR ADVISORS, A HUB INTERNATIONAL COMPANY
Louisville, KY 40222
Some features on this profile are disabled
CRD#: 6827006
BB

Professional summary

Brandon James Bullock is a registered financial advisor currently at TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY located in Louisville, Kentucky.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Brandon has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Brandon James Bullock's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 4, 2017 - Present

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

Office #1: 700 North Hurstbourne Pkwy Suite 110, Louisville, KY 40222
RIA
CRD#: 119300
Louisville, KY

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".
TA
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
MAB ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | TAYLOR ADVISORS, INC. | MAB INVESTMENT GROUP, INC.

CRD#: 119300 / SEC#: 801-60952

RIA
Registered Investment Advisory firm - (2/22/2002 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(12/4/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/2/2017
Uniform Investment Adviser Law Examination

Current Firm

TA
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
MAB ADVISORS | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY | TAYLOR ADVISORS, INC. | MAB INVESTMENT GROUP, INC.

CRD#: 119300 / SEC#: 801-60952

RIA
Registered Investment Advisory firm - (2/22/2002 Approved)
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Contact information

Main Address
700 North Hurstbourne Pkwy Suite 110, Louisville, KY 40222
Mailing Address
Phone number
(502) 412-2524
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (5 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

TAYLOR ADVISORS - ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts147
AUM (Assets Under Management)$ 15,952,175,000

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.

Company Information

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

CRD#: 119300Louisville, KY 40222

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