Stephen Bull, financial advisor Scottsdale AZ

Stephen Bull

CRD Number: 2347080
Current Firm: Verus Capital Partners, LLC

Stephen Bull (CRD# 2347080) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Scottsdale, AZ Aug 2010 - Current 9
Verus Capital Partners, LLC Scottsdale, AZ Nov 2009 - Current 10
Next Financial Group Scottsdale, AZ Mar 2004 - Aug 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1993
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Stephen D. Bull
Phone Number: 480-990-3719
Registered State(s):
  • AZ
  • CA
  • IL
  • MT
  • NC
  • TX
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    470
    MILLIONS
  • Total Number of Accounts
    2,824
    ACCOUNTS
  • Average Account Value
    $166,453
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DE, FL, GA, IL, MD, MI, MN, MT, NC, NE, NJ, NM, NV, NY, OH, OK, TN, TX, UT, VA, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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