Bruce Cumbo, financial advisor Greenville NC

Bruce Cumbo

CRD Number: 2702174
Current Firm: Allstate Financial Advisors, LLC

Bruce Cumbo (CRD# 2702174) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Greenville, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Co Chapel Hill, NC May 2023 - Current < 1
The Retirement Group, LLC San Diego, CA Feb 2017 - Jun 2023 6
Fsc Securities Corp Atlanta, GA Feb 2015 - Apr 2023 8
Investors Capital Corporation Lynnfield, MA Aug 2011 - Feb 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S66 NASAA Uniform Combined State Law Examination Jan 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bruce A. Cumbo
Phone Number: 877-232-2142
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $205,173
Compensation Options
  • Other
Advisory Services Offered
  • 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, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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