Bruce GaylorCRD Number: 1960863
Current Firm: Alder Financial Group Inc.
Bruce Gaylor (CRD# 1960863) is an Investment Advisor Representative working at Alder Financial Group Inc. in Birmingham, AL and has over 32 years of experience in the finance industry. Bruce Gaylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Alder Finanacial Group||Atlanta, GA||Aug 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management160MILLIONS
Total Number of Accounts249ACCOUNTS
Average Account Value$641,989
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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