Advisor at Valley Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Strategies, LLC
Location
Ventura, CA
Credentials
Series 66
Industry experience
19 years
Philip Bullard is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, National Planning Corporation, and Wheatman Insurance Services LLC, where he has been involved in life and health insurance for over 20 years. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach with a mix of fundamental, technical, and cyclical analysis and manages approximately $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
Ventura, CA
California
Valley Wealth Strategies, LLC
2018 - Present (8 years)
LPL Financial, LLC
2017 - Present (9 years)
National Planning Corporation
2011 - 2017 (6 years)
Wheatman Insurance Services LLC
2006 - Present (20 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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