Bruce Mizer, financial advisor Carmichael CA
96 score

Bruce Mizer

CRD 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.

Similar Advisors
Marshall Goins, financial advisor Carmichael CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Carmichael CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Carmichael CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Professional Designations
Company Name Location Dates Years
H.d. Advisory Services Sacramento, CA Jan 2002 - Current 14
H.d. Vest Investment Services Carmichael, CA Oct 2001 - Current 15
Carmichael Professional Offices Inc. Carmichael, CA Jun 1991 - Current 25
Mizer And Associates Carmichael, CA Sep 1987 - Current 29
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Bruce E. Mizer
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.