Sladana Bukalov (CRD# 4719014) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Blueprint Financial Group | Naples, FL | Nov 2021 - Current | 2 |
Dunn's Financial Review | Naples, FL | Aug 2019 - Oct 2021 | 2 |
Victoria Group | Novi Sad, | Oct 2008 - Jul 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
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Total Assets Under Management4,778MILLIONS
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Total Number of Accounts15,951ACCOUNTS
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Average Account Value$299,526
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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