Gavin Bullock

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

B.O.S.S. Retirement Advisors, LLC

Compensation

Fixed/Hourly

Firm Size

46 advisors

Number of Clients

6,850 clients

Average Client Portfolio

$155K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

10210 NE Points Drive, Suite 110, Kirkland, WA, 98033

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

B.O.S.S. Retirement Advisors, LLC

November 2024 - Present · 1 yr 3 mos

Previous Registrations

Wealth Enhancement Advisory Services, LLC

July 2022 - January 2024 · 1 yr 6 mos

Wealth Enhancement Brokerage Services, LLCBroker

June 2022 - January 2024 · 1 yr 7 mos

Edward Jones

August 2020 - May 2022 · 1 yr 9 mos

Edward JonesBroker

July 2020 - May 2022 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.