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Cfp® Brad Sullivan

Senior Financial Advisor • Portfolio Manager at Sullivan Wealth Management Group

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Email Email: b****@sullivanwmg.com

phone noPhone Number: (***)-***-****

Brad Sullivan, CFP is an experienced fiduciary investment advisor who helps affluent & high net worth individuals and their families organize, plan, and manage their wealth with a highly ...

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SULLIVAN WEALTH MANAGEMENT GROUP

SULLIVAN WEALTH MANAGEMENT GROUP

  • description Description
    The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your fi...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Sullivan Wealth Management Group Org Chart and Mapping

Employees
Julie Shiles

Julie Shiles

Branch Manager

Cfp® Brad Sullivan

Cfp® Brad Sullivan

Senior Financial Advisor • Portfolio Manager

Edward Bunting

Edward Bunting

Senior Wealth Advisor

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Frequently Asked Questions Regarding Cfp® Brad Sullivan

Answer: Cfp® Brad Sullivan works for Sullivan Wealth Management Group as Senior Financial Advisor • Portfolio Manager

Answer: Cfp® Brad Sullivan’s role in Sullivan Wealth Management Group is Senior Financial Advisor • Portfolio Manager

Answer: Cfp® Brad Sullivan's email address is b***@gmail.com

Answer: Cfp® Brad Sullivan's business email address is b****@sullivanwmg.com

Answer: Cfp® Brad Sullivan’s direct phone number is (***)-***-****

Answer: Cfp® Brad Sullivan works in the industry of: Financial Services

Answer: Cfp® Brad Sullivan is the current Senior Financial Advisor • Portfolio Manager at Sullivan Wealth Management Group.... Read More

Answer: Cfp® Brad Sullivan works Sullivan Wealth Management Group located at 3721 Douglas BLVD, Roseville, California, 95661, United States

Answer: Sullivan Wealth Management Group's Senior Financial Advisor • Portfolio Manager is Cfp® Brad Sullivan

Answer: Cfp® Brad Sullivan contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@sullivanwmg.com

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