William Bulluck
Financial Advisor
- Role
- Financial Advisor at Stone Press Financial Group
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About William Bulluck
Some financial planning is built around steady careers, predictable timelines, and…
Experience
Financial Advisor
Mar 2024 — Present · Charlotte, NC, US
William Bulluck is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc, Member FINRA/SIPC, 5925 Carnegie Blvd, Suite 300, Charlotte, NC 28••••••••04. Stone Press Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.William Bulluck is licensed to sell securities in NC and SC and insurance-licensed in NC and SC.An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC14•••••••43
Education
East Carolina University - College of Business
Master of Business Administration (M.B.A.)
2015 — 2016
North Carolina State University
Bachelor of Business Administration (BBA)
2010 — 2014
Skills
- Microsoft Office
- Sales
- Team Building
- Management
- Mortgage Lending
- Public Speaking
- Microsoft Word
- Marketing
- Microsoft Excel
- Powerpoint
- Leadership
- Cold Calling
- Research
- Time Management
- Networking
- Strategic Planning
- Customer Service
- B2b Marketing
- Finance
- Direct Sales
- Teamwork
- Communication
- Loan Origination
- Accounting
- Data Analysis
- Inside Sales
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