Bruce MizerCRD Number: 4457658
Current Firm: H.d. Vest Advisory Services, Inc.
Bruce Mizer (CRD# 4457658) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Carmichael, CA and has over 15 years of experience in the finance industry. Bruce Mizer 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.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|H.d. Advisory Services||Sacramento, CA||Jan 2002 - Current||15|
|H.d. Vest Investment Services||Carmichael, CA||Oct 2001 - Current||15|
|Carmichael Professional Offices Inc.||Carmichael, CA||Jun 1991 - Current||26|
|Mizer And Associates||Carmichael, CA||Sep 1987 - Current||29|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV