Bruce Bouta, financial advisor Atlanta GA

Bruce Bouta

CRD Number: 801450
Current Firm: Sb Advisory, LLC

Bruce Bouta (CRD# 801450) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cabot Lodge Securities Eden Prarie, MN Sep 2019 - Current 4
Sb Advisory. LLC Atlanta, GA Jun 2019 - Current 4
Great Lakes Advisory Network Minneapolis, MN Mar 1989 - Current 35
Great Lakes Advisory Network Bloomington, MN Feb 1989 - Current 35
Bruce A. Bouta Attorney And Consultant Eden Prairie, MN Oct 1986 - Current 37
Ifs Securities (crd# 40375) Atlanta, GA Jun 2019 - Aug 2019 < 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Jun 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bruce A. Bouta
Phone Number: 404-704-0406
Firm Website: https://pnwadvisory.com/
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    1,045
    ACCOUNTS
  • Average Account Value
    $273,542
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI

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