Roland Brucks, financial advisor Burleson TX
96 score

Roland Brucks

CRD Number: 3044668
Current Firm: State Farm Investment Management Corp.

Roland Brucks (CRD# 3044668) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burleson, TX and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Burleson, TX Sep 2011 - Current 5
State Farm Vp Management Corp. Burleson, TX Mar 1998 - Current 18
Art Brucks Insurance Agency Burleson, TX Feb 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Roland A. Brucks
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
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 investment companies (as well as "business development companies")
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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