Adviser and broker representative · LPL Financial LLC
William E. Bulmer
CRD 1128947 · Boca Raton, FL
At a glance
William E. Bulmer is an investment adviser representative with LPL Financial LLC in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2014, about 12 years ago. William is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- LPL Financial LLCSince July 2025Boca Raton, FL · $819B in regulatory assets
- Progressive Financial Planning Services Inc.Since January 2014Melville, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.