Bruce BetzCRD Number: 1124501
Current Firm: Nbc Securities, Inc.
Bruce Betz (CRD# 1124501) is an Investment Advisor Representative working at Nbc Securities, Inc. in Birmingham, AL and has over 34 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Nbc Securities, Inc.||Hunt Valley, MD||Feb 2013 - Current||4|
|Rbc Capital Markets, LLC||Hunt Valley, MD||Mar 2009 - Feb 2013||3|
|Ferris, Baker Watts, Inc.||Hunt Valley, MD||Sep 2001 - Mar 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 1992|
Total Assets Under Management992MILLIONS
Total Number of Accounts3,202ACCOUNTS
Average Account Value$309,806
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV