Bruce Bevins, financial advisor Matthews NC

Bruce Bevins

CRD Number: 3152463
Current Firm: Lpl Financial LLC

Bruce Bevins (CRD# 3152463) is an Investment Advisor Representative working at Lpl Financial LLC in Matthews, NC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charlotte, NC Nov 2018 - Current 5
Ameriprise Financial Services, Inc. Charlotte, NC Oct 2012 - Oct 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Bruce C. Bevins
Phone Number: 704-733-3300
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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