Allan Bruce, financial advisor Braintree MA

Allan Bruce

CRD Number: 4521979
Current Firm: Transamerica Financial Advisors, Inc.

Allan Bruce (CRD# 4521979) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Braintree, MA and has over 20 years of experience in the finance industry.

Similar Advisors
Marcus Miller, financial advisor Braintree MA
Marcus P. Miller
CRD# 7339646
Origin Investment Advisory LLC
Similar Advisors
Nancy Aadalen, financial advisor Braintree MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Braintree MA
Virginia E. Aaron
CRD# 5046672
Lido
Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Braintree, MA Apr 2018 - Current 5
World Financial Group, Inc. Braintree, MA Jun 2001 - Current 22
Rental Property Malden, MA Mar 2012 - Nov 2022 10
Transamerica Financial Advisors, Inc. Braintree, MA Jan 2012 - Feb 2018 6
Studio Mechanics Local Union Woburn, MA Mar 2008 - Oct 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Allan M. Bruce
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Allan Bruce and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.