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Irvine Financial Advisors
MetLife Securities, Inc.
5 Park Plaza, Suite 1800
Irvine, CA 92614
Advisor Profile
Name:  Jeff Bullard
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Business Description

Each day we face difficulties in managing our finances. Inflation, taxes, debt, changing interest rates, and stock market swings – their effect can unsettle one of our most precious possessions, peace of mind. One thing we can be certain of is that the future will come, whether we are financially ready or not. Working with a Financial Planner from MetLife Securities, Inc. will better prepare you to meet your established financial goals and objectives.
 

General Information

Gender:    Male
CRD#:    4169255
Firm CRD#:    14251
Insurance License#:    0F75888
Name of Broker/Dealer:    MetLife Securities, Inc.
States Licensed in:    CA
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    5
Work Experience:    My goal is to provide families and business owners with assistance in building their financial freedom. With over nine years experience in the financial services industry, I am able to help clients with their financial and insurance product needs. I look forward to becoming a lifetime resource for each and every client and helping them to achieve their goals.
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 7, Series 66, Series 63
Insurance and Annuity Licenses:    HMO, Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Health, Life
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
I work with clients as part of a team:    Yes
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets
 
 
 
Prepared By: Jeff Bullard