UBS Financial Services
46yrs
Top advisor by experience in Crested Butte
35yrs
John Pulliam is a fiduciary financial advisor in Crested Butte, Colorado, with 35 years in the industry. John joined Pulliam Family Office in 2026, after six years at Raymond James Financial Services Advisors and eight years at UBS Financial Services. Pulliam Family Office offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 8 advisors with offices in Crested Butte, and one of 6 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 6% by experience in Colorado
Office426 Belleview Ave Suite 203, Crested Butte, CO 81224
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.83 million
Advisors at the firm2
States licensed ?2 states
Services through Pulliam Family Office
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowPulliam Family Office, LLCCurrent firm
- 2019 – 2025
- 2011 – 2019UBS Financial Services Inc.Previously
- 2006 – 2011MerrillPreviously
- 1994 – 2006Citigroup Global Markets Inc.Previously
Contact John
(972) 947-9400Pulliam Family Office main office 426 Belleview Ave Suite 203Crested Butte, CO 81224Office · Get directions Firm websitewww.pulliamfamilyoffice.com
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Pulliam Family Office at (972) 947-9400 and ask for John Pulliam. John works from the Crested Butte, CO office.
How long has John been a financial advisor?
John has been in the industry since 1992, about 35 years. Top 6% by experience in Colorado.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Pulliam Family Office reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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